Operations Supervisor

3 days ago


Philadelphia, Pennsylvania, United States Citrin Cooperman Full time
About Citrin Cooperman

Citrin Cooperman is a dynamic and collaborative work environment that fosters professional growth and innovation. We're seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise to join our team.

Job Summary

We're looking for an experienced Operations Supervisor to manage and oversee our US and India-based operations team. The successful candidate will be responsible for the continued development of our New Client Intake Form, software implementation, and Power BI Dashboard development.

Key Responsibilities
  • Assist in the development of the New Client Intake Form and its implementation in Excel
  • Participate in the development of a Power BI Dashboard for tracking volume, days in cycle, and urgent requests
  • Assist with building the US-based Intake Team and researching regionalization for initial rollout
  • Participate in testing and implementation of the total process
  • Review reporting and status updates, monitoring volume
  • Train and develop new team members on the intake process
  • Act as a system administrator for Dynamics and Intapp
  • Work with the Integration Team for post-merger intake
  • Assist with policy and procedural changes as the process develops
Requirements
  • 3 or more years' experience in an accounting firm environment, with tax operations experience preferred
  • Ability to work collaboratively with a team, supporting, training, and collaborating towards a common goal
  • Comfortable communicating with multiple levels of leadership
  • Experience with project-based initiatives
Equal Employment Opportunity

Citrin Cooperman is an equal opportunity employer and welcomes applications from all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, or any other characteristic protected by law.



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