Who we are
At McConnell Jones, we aim to be a catalyst for positive growth fostering an environment where unique perspectives come together to enhance client solutions. As the 2nd largest African American owned CPA firm in the U.S., we pride ourselves on the quality of our work, the tenure of our clients, and our own diversity—nearly two-thirds of our people are from an ethnically diverse background. The diversity of our people empowers the diversity of our client solutions, as captured by the firm’s tagline, Diverse Thinking | Unique Perspectives.
Our Mission: To foster an environment where unique perspectives come together to enhance client solutions.
Our Vision: To be a catalyst for positive growth through the power of diverse thinking.
Our Values: Creativity, Inclusion, Transparency, Accountability
This position is based in Houston with a hybrid work schedule.
What you will do
We foster a collaborative work environment where creativity and innovation are valued. There’s a reason we’re on the Best Places to Work in Houston 3 years running!
The Document Specialist leads the process of creating, formatting and proofing documents using Microsoft Office 365 productivity tools including Word, PowerPoint and the Adobe suite of graphic design software.
You will create (not content), edit and format complex business proposals, reports and collateral material. You will collaborate directly with top level management on various types of projects, so having the ability to adapt to multiple personalities is a must. You will have advanced Microsoft Word and PowerPoint skills as well as skills and experience within the Adobe InDesign, Illustrator, and Photoshop software packages. Must be quick on your feet and more importantly, quick with your thoughts. Specifically, you will:
- Format, design and create polished documents for new client pursuits in the Audit, Tax, and Management Advisory/Consulting departments.
- Ensure consistency and accuracy in document layout, style, and formatting.
- Create and edit graphics, charts, and diagrams to enhance the presentation of proposals, collateral material, and client reports.
- Use advanced features of Microsoft Office 365 word processing and other productivity tools to automate tasks and improve efficiency.
- Use graphics software such as Adobe Illustrator, InDesign, and Photoshop, to produce high-quality visuals.
- Collaborate with top-level managers and other team members from the Marketing and Business Development, Audit, Tax, and Management/Advisory departments to integrate graphics into documents and presentations.
- Review and proofread documents for errors and inconsistencies, including ensuring proposal outline, format, and content comply with solicitation requirements.
- Conduct final review/checks to ensure all documents are print-ready and visually appealing.
- Oversee administrative, logistical, and publishing aspects of proposals, collateral materials, and client reports, including draft, final production, printing, and binding.
- Establish and maintain an efficient filing system containing files of the latest revision of all documents and a database of all retained documents to ensure configuration control and quick retrieval of documents.
- Provide technical support and training to team members on advanced word processing and graphic design tools, including Microsoft Office 365 (i.e., Word, PowerPoint, Excel, etc.) and Adobe Acrobat related questions/inquiries.
- As part of our compliance program, all team members are required to follow industry leading data and system security practices.
What you will need
- Bachelor's degree.
- Minimum of 5+ years of experience organizing large time-critical integration and production activities (e.g., proposals a plus; experience in professional services firm preferred).
- Advanced expertise and proficiency in Microsoft Office 365 (i.e., Word, PowerPoint).
- Advanced expertise and proficiency in Adobe Creative Suite: (i.e., Illustrator, InDesign, Photoshop).
- Strong attention to detail and excellent proofreading skills.
- Strong organizational skills, with the ability to work independently and manage multiple projects simultaneously, often under tight deadlines and with a sense of urgency.
- Certification in required software applications a plus.
- Excellent communication and collaboration skills.
What we prefer
- Working knowledge and use of Shipley Proposal Guide 4th Edition.
- Advanced proficiency with Microsoft Teams and SharePoint work collaboration software.
- Willingness to work in a hybrid office environment.
What we offer
- Stipend reimbursement for home office equipment, cell phone and home internet.
- Paid Time Off (PTO) is awarded each pay period.
- 11 paid company holidays with 3 floating.
- Medical plan with HSA employer contribution, Dental, Vision available 1st of the month after start date.
- Company paid Long Term Disability.
- Company paid Life Insurance.
- Paid Parental Leave.
- 401k with company match up to 4% and 100% vested from day one.
- CPA and professional license & certification bonus.
- CPA exam review benefit with Becker CPA.
- Certification Reimbursement for CPA, CIA, CFE, CISA.
- CPE paid for 40 hours per year.
- Paid Volunteer Time Off.
- Fitness center available to Houston office employees.
- Employee Referral bonus opportunities from $1,000 to $5,000 per hired referral.
Equal Employment Opportunity Statement:
McConnell & Jones is an equal opportunity and affirmative action employer that does not discriminate in employment and ensures equal employment opportunity for all persons regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran. McConnell & Jones policy applies to all terms and conditions of employment. To achieve our goal of equal opportunity, we maintain an affirmative action program through which we take good faith efforts to recruit, hire and advance in employment-qualified minorities, women, persons with disabilities, Vietnam era veterans, and other protected veterans.