Projects Coordinator - Operations

Posted 5 Days Ago
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Irvine, CA
Hybrid
55K-65K Annually
Entry level
Financial Services
The Role
The Projects Coordinator will support the execution of various projects within the firm, focusing on maintaining documentation, tracking progress, and ensuring project success. This role requires strong organizational and communication skills, adaptability, and a proactive approach to problem-solving. The coordinator will collaborate with teams and participate in trainings and meetings, contributing to the overall effectiveness of the firm's operations.
Summary Generated by Built In

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

 

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

 

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

 

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession.

 

Hybrid Work

At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.


Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you! 


The Firmwide Projects Team operates within the Training Department to execute a variety of projects that have a direct impact on both the firm's overall business performance and its people operations. The ideal candidate should be an organized, motivated problem solver who can work independently under tight deadlines, anticipate potential issues, and proactively address them to ensure project success. The project coordinator will serve as a key player in driving project success, capable of handling a variety of responsibilities across multiple initiatives and possessing strong communication skills. The ideal candidate will be flexible, eager to dive into any task, and embrace challenges with a positive attitude


This position is hybrid with in-office days of Tuesday and Thursday each week. Additionally, there will be trainings, meetings, and other work activities that may require additional in-person days.

As a Projects Coordinator in Operations, you will be responsible for, but not limited to, the following:

  • Projects:
  • Create and maintain comprehensive project documentation, including tracking spreadsheets, reports, and feedback
  • Create project templates in Word, Excel, and Adobe
  • Provide regular status updates to team members and stakeholders
  • Be proactive in following-up on outstanding items and tasks to ensure projects are completed in a timely manner

  • Event Coordination & Committee Involvement:
  • Research and contact vendors for firm events and webinars
  • Handle logistics for firm events including but not limited to, scheduling, communication, and producing
  • Play an active role in executing initiatives for the following committees: Community Service, Women’s Initiative, Senior Advisory Council, Manager Advisory Council, Diversity Equity and Inclusion (DEI), and Environmental and Social Governance (ESG)

  • Data Management:
  • Analyze existing operations and workflows to identify areas for improvement
  • Organize and update various data sets and reports

  • Administrative:
  • Handle routine/recurring tasks requiring a high level of confidentiality
  • Schedule meetings and maintain detailed notes providing meeting minutes when necessary

  • Assist in other areas of the firm, as needed

To succeed in this role, you should possess the following skills and experiences:

  • Education & Experience
  • Bachelor’s Degree or equivalent experience
  • 1-2 years of experience
  • Previous work experience at a professional services firm (accounting, law firm, etc.) a plus

  • Technical Skills
  • Proficient in Microsoft Suite (particularly Word, Excel, and Outlook)

  • Interpersonal Skills
  • Initiative-taker and works well within a group setting
  • Collaborator who keeps interest of team and firm first
  • Excellent people skills/customer service orientation

  • Other Core Competencies
  • Excellent organizational skills - must be meticulous and able to produce accurate results
  • Demonstrate sound professional judgment, problem solving, and critical thinking skills
  • Ability to manage and complete multiple tasks in a fast-paced environment
  • Ability to produce creative ideas and solutions
  • Strong written and verbal communication and comprehension skills

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $55,000 to $65,000 plus overtime. 


Connect with us: 

LinkedIn, Instagram, Facebook, HCVT Website


#LI-NC1

#LI-Hybrid


The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

 

The Company
HQ: Los Angeles, CA
683 Employees
On-site Workplace
Year Founded: 1991

What We Do

We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of the “Best of the Best” firms for a record 17 consecutive years, validating we do the right things for our people, our clients, and our communities. With a team of over 700 members operating from nine offices throughout California, and offices in Arizona, Texas, and Utah, we have the scale and bench strength to meet your needs—whether a business, nonprofit organization or a high net worth individual. We are known in the marketplace as a firm with deep technical skills addressing the most complex tax issues associated with partnerships and pass-through entities. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. To learn more about HCVT, visit us at www.hcvt.com.

If you’d like to be a part of our team, connect with us at [email protected] or visit https://jobs.lever.co/hcvt.

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