Operations Manager

24 hours ago


Philadelphia, Pennsylvania, United States Citrin Cooperman Full time
{"title": "Operations Supervisor", "description": "Join Our Team at Citrin Cooperman

We are seeking a highly skilled Operations Supervisor to join our dynamic team at Citrin Cooperman. As a key member of our operations team, you will be responsible for managing and overseeing our US and India-based operations team, focusing on all facets of New Client Intake and Acceptance.

Key Responsibilities:
  • Develop and implement process improvements for New Client Intake Form (Excel)
  • Collaborate with software implementation teams to integrate Excel form and Dynamics upload
  • Contribute to the development of Power BI Dashboards for tracking volume, days in cycle, and urgent requests
  • Build and lead a high-performing US-based Intake Team, with a focus on regionalization for initial rollout and building a team in India for future development
  • Participate in testing and implementation of total process
  • Review reporting and status updates, monitoring volume and performance
  • Train and develop team members new to the intake process
  • Act as system administrator for Dynamics and Intapp
  • Collaborate with Integration Team for post-merger intake
  • Assist with policy and procedural changes as process develops
Requirements:
  • 3 or more years' experience in accounting firm environment, with tax operations experience preferred
  • Proven ability to work effectively in a team environment, supporting, training, and collaborating towards a common goal
  • Strong communication skills, with ability to communicate effectively with multi-levels of leadership
  • Experience with project-based initiatives

Citrin Cooperman is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.

", "lang_code": "en-US"}
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