What are the responsibilities and job description for the Operations Supervisor - New Client Intake and Acceptance position at Citrin Cooperman Advisors LLC?
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
As Operations Supervisor, you will be responsible for the management and oversight of our US and India based operations team whose primary focus is all facets of New Client Intake and Acceptance.
Responsibilities:
- Assist in continued development of New Client Intake Form (Excel)
- Assist with software implementation of Excel form and Dynamics upload
- Participate in development of Power BI Dashboard for tracking of volume, days in cycle, urgent requests
- Assist with building of US based Intake Team, research regionalization of same for initial rollout while building a team in India for further future development
- Participate in testing and implementation of total process
- Review reporting and status updates – monitoring volume –
- Training and developing to those new to intake process
- Intapp et al.
- Act in capacity of system administrator for Dynamics and Intapp.
- Work with Integration Team for post-merger intake
- Assist with policy and procedural changes as process develops
Qualifications:
- 3 or more years’ experience in accounting firm environment; tax operations preferable
- Enjoys working with a team supporting, training and collaborating towards end goal
- Comfortable communicating with multi-levels of leadership
- Experience with project-based initiatives
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
