Office Manager, Tax Operations

5 hours ago

Woodland Hills, CA, United States Citrin Cooperman Full time

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, 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

We are seeking an Office Manager, Tax Operations to join our Tax Operations (Tax Ops.) team. They're responsible for managing and supporting tax processes and production in their local office(s), region, and nationally.

They work closely with local/regional office Tax Ops. leadership to help drive and support tax policies and procedures. They support all faucets of the firm's tax process and production environment.

Responsibilities are, but not limited to:

  • E-filing support: electronically file in national pools, as well as monitor the e-file portal for respective local office(s), while timely addressing e-file rejections and schema validation errors.
  • Return assembly management: collate and supervise income tax returns, extensions and miscellaneous information returns in respective local office(s).
  • SafeSend support: supervise SafeSend assembly, including but not limited to SafeSend delivery to clients in respective local office(s) and national pools.
  • SurePrep support: supervise the creation of SurePrep binders and verification in respective local office(s) and national pools.
  • CCH Workflow (XCM) support: create and move tasks, as well as support all XCM reporting and due date management for respective local office(s).
    • Make updates to PIC and second-responsibility requests.
  • New client support: support all tax platforms in respective local office(s) and national pools.
  • National India support: permissions.
  • Offer support to all Tax Ops. SWAT teams.
  • E-File forms 1042, 1099, and 8027 for respective local office(s) and national pools.
  • Understand, troubleshoot, and support Tax department policies and procedures across all offices.
  • Manage the closing of deadlines for respective regions, as well as offer back-up support for the national footprint.
  • Train, mentor, and manage Tax Ops. Coordinators in their respective local office(s).
  • Support newly integrated firms.
  • Conduct weekly check-in meetings with the Tax Ops. team, as well as providing them with weekly training to improve performance.
  • Communicate with Tax Ops. team members within their respective regions.
The ideal candidate must:
  • Bachelor's degree in business administration or related field.
  • 3-5 years of experience in the tax/accounting industry.
  • Be proficient in Microsoft Office, specifically Word, Outlook, and Excel. (superior Excel skills preferred).
  • Be knowledgeable on CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar.
  • Can work independently as well as a team player.
  • Can juggle multiple projects, as well as meet tight deadlines and effectively handle stressful situations.
  • Can be available to work overtime and weekends during the spring and fall busy seasons.
  • Possess strong verbal and written communication skills.
  • Possess strong organizational skills and be detail oriented.
Expectations:
  • Billable hours - 250 hours/annually
  • Collating tasks - no collating task expectation
  • Other tasks - 10,500 hours/annually

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