Operations Senior Associate

Responsibilities

• Assemble filing copies of Tax Returns to appropriate taxing authorities.
• Assists with IRS notices.
• Provides input on evaluating and enhancing tax procedures.
• Prepare extensions for filing.
• Tax return preparation assistance
• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).
• Manage client document process.
• Scan tax returns and uploads to CCH Document and SurePrep.
• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).
• Manage client/entities organizational charts.
• Maintains PTIN and CAF numbers.
• Orders annual tax guides.
• General support for Tax and Expense Management and Financial Reporting (EMFR) Teams (calendar, travel, expense reports, time and attendance, client billing and special projects).
• Client Interaction (sign documents and notarize, which may require travel to client home/office).
• Maintain compliance logs (Officer/Manager designation for respective clients).
• Travel arrangement as requested.

Qualifications

• Bachelor’s degree.
• Proficiency in word, excel, power point and outlook.
• Strong organizational, time management and customer service skills.
• Detail-oriented.
• Demonstrate analytical and problem-solving abilities.
• Ability to demonstrate a high level of professionalism.
• Ability to multi-task and work in a fast paced environment with tight deadlines.
• Excellent verbal and written communication skills.
• Ability to meet deadlines and manage time effectively.
• Notary not required, but preferred.

What we offer

Primary office in Mountain View, CA. Full-time on-site.

Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401k plan and company-matching contributions, a full range of medical, dental, vision, and other wellness plans.

Salary and overall compensation are commensurate with individual experience and qualifications, as well as market conditions. The California based salary range for this position is $60,000K/yr. - $95,000K/yr.