Operations Senior Associate

The role provides user support, tax return processing and preparation support. Additionally, this position is responsible for training other tax coordinators on processing, software administration, e-filing and other tax processing procedures as well as providing high level general operative support though out the multiple departments.

Full-time Mountain View, CA

Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The firm is known for their work on behalf of highly entrepreneurial and tech savvy wealth owners, helping them manage their sophisticated and complex wealth challenges.

• 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).
• Scan tax returns and uploads to CCH Document and Sure Prep.
• 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).
• Travel arrangement as requested.

• 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.

• 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.