Associate Consultant

About the Role

The Associate Consultant assists team members with client engagement support and coordination, ensuring all support needs are met for both engagement and non-engagement tasks. The role involves providing basic administrative support and being available for overtime and travel as needed.

Key Responsibilities

• Create a positive team member experience.
• Respond to client inquiries and requests from tax authorities.
• Copy or scan and upload work papers at client site or in Ryan office.
• Download, print, and organize work papers for review.
• Scan, format, code, and map client data into databases.
• Perform research on client and industry for team members.
• Assist engagement team in preparing and distributing client deliverables.
• Prepare e-mails, memos, letters, and confirmation requests.
• Gather required signatures on forms and letters.
• Create files for clients and projects utilizing Microsoft® Excel and Access.
• Answer telephone calls and take accurate and concise messages.
• Maintain calendar appointments and deadlines.
• Make travel arrangements as needed.
• Maintain communications (e-mail, written, phone, and fax) while team is traveling.
• Track and report time and expenses for self and Manager as needed.
• Organize and prioritize multiple tasks, meeting critical deadlines and seeking assistance with prioritization when needed.
• Work effectively in a complex, deadline-driven environment.
• Handle tasks in a timely manner and with a high degree of accuracy.
• Handle and safeguard confidential information and sensitive material.
• Quickly learn new procedures with limited direction.
• Research and manipulate data.
• Perform other duties and assist with other projects as assigned.

Requirements & Tech Stack

• Intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.
• Analytical and problem-solving skills.
• Strong people skills.
• Effective by following instructions explicitly and knowing when to ask questions to seek clarification.
• Embrace and live Ryan’s values: Pursue Excellence, Wired to Win, Generosity Matters, Build Trust, and Integrity Always.
• Embody and demonstrate accountability.
• Strong verbal and written communication and strong proofreading skills.
• Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.
• Ability to work both independently and as part of a team with professionals at all levels.
• Desire to perform in a high-energy team environment.
• Work overtime and travel independently as needed.

Qualifications

• Two-year (associate) college degree, with minimum of three years related practice-specific experience OR four-year, any major, degree from accredited university, with minimum overall GPA of 2.80.
• Accounting and financial knowledge, experience, and education a plus.
• No experience required.

Certificates and Licenses

• Valid driver’s license required.