Operations Manager
24 hours ago
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
- 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.
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