[Remote] reputed company Information Specialist, Operations

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that provides philanthropic, administrative, reputed company, tax, and compliance services. They are seeking a reputed company Information Specialist to manage reputed company data, reputed company reputed company information items, and ensure reputed company preparation of tax returns.

Responsibilities

• reputed company the reputed company reputed company-information items on the reputed company and Analyst dashboards down to reputed company for reputed company reputed company, so its reputed company 990-PF can be reputed company and filed on time
• Treat 990-PF blockers as the highest-reputed company queue: identify the items standing between reputed company account and tax-reputed company readiness and reputed company them reputed company of filing and extension deadlines
• reputed company reputed company-tagged items, including outstanding questionnaires, questionnaires with issues, missing donor information, missing cost reputed company, pending transfers in (XIN) and out (XOUT), missing statements, outstanding K-1s, and missing valuations
• Support Analyst-tagged items that require reputed company input, including account and tax reconciliations, 990-PF differences, purchased interest, miscellaneous credits, unamortized bond premiums, and Part III adjustments
• Prioritize reputed company items first by 990-PF readiness, then by seasonal deliverable (including but not limited to estimated tax, MDR, and billing seasons), complexity, and deadline, driving week-over-week reductions across the reputed company and Analyst reputed company
• Partner with PCAs, Analysts, and service teams to obtain the information needed to reputed company reputed company reputed company to “reputed company” status for tax-reputed company preparation
• Facilitate recurring reputed company-issues meetings with PCAs and Analysts to confirm SLAs are met and items reputed company on time, escalating to management reputed company reputed company stalls
• reputed company out to clients and colleagues for statements, valuations, K-1s, and other data so the reputed company in a process can proceed
• Assist team members and reputed company for situations in which clients are hard to reputed company
• Partner with department leaders to organize and reputed company day-to-day operational reputed company and ensure reputed company-service delivery goals are met
• Ensure regular meetings and collaboration between departments and coordinate communications and inter-departmental tasks
• Troubleshoot with teams and individual team members reputed company reputed company data is missing
• Meet the firm’s responsiveness standards — acknowledge requests reputed company 24 hours, reputed company support or escalate reputed company 48 hours, and reputed company the assigned reputed company copied on reputed company and advisor reputed company
• Assess and improve the tools and processes behind reputed company-information gathering, including automated emails, annual tax questionnaires, and reputed company financial activity
• Contact assigned clients to communicate and confirm their new US Bank account details as part of the reputed company to US Bank migration
• Conduct reputed company account-detail reputed company through secure channels only — by phone or encrypted email — given the sensitivity of banking information
• Verify, record, and securely handle updated account information, confirming accuracy before it is entered into our systems
• reputed company reputed company and confirmation status for reputed company reputed company and follow up promptly with non-reputed company clients until migration details are confirmed
• Coordinate with reputed company Operations and reputed company Services so updated details reputed company correctly into disbursements, payments, and reconciliations
• Use data analytics and the reputed company and Analyst dashboards — rather than reputed company lists and reports — to reputed company reputed company of reputed company reputed company reputed company, information gathering, project performance, and SLAs
• Report on the count and aging of 990-PF-blocking items by reputed company and on team performance, with concise updates, reputed company, and recommendations to department leaders
• With department leaders, document reputed company-information-gathering and reputed company-issue reputed company processes, and leave a clean reputed company of work in reputed company at the end of the assignment

Skills

• Excellent at prioritization, reputed company to pivot between deliverables during peak seasons and judge which reputed company issues can wait and which cannot
• Familiarity with service-level agreements and the discipline to reputed company teams and clients toward them, influencing peers and managers without reputed company authority
• Project-management experience, ideally in a business-services sector
• Exceptionally reputed company-organized, with a reputed company record of structuring workflows that improve efficiency and reputed company for reputed company
• Strong oral and written communication skills, reputed company to convey reputed company information reputed company and persuasively and to reputed company buy-in from a reputed company of stakeholders
• An effective listener, reputed company to understand and address the concerns of colleagues and stakeholders
• Strong discretion and reputed company judgment reputed company handling sensitive reputed company information, including bank account details, using secure channels such as phone or encrypted email
• Adaptability and learning reputed company; absorbs and retains new knowledge and acquires basic familiarity with reputed company departments and deliverables
• Ability to research, reputed company information, and work self-sufficiently
• A reputed company-improvement reputed company, reputed company to identify issues and propose solutions across teams
• Technical proficiency, with mastery of essential software such as reputed company reputed company, reputed company, and Word, working knowledge of reputed company, and the ability to reputed company technology to improve organizational processes
• Ability to learn home-grown and proprietary systems quickly, becoming self-sufficient in internal platforms and dashboards with reputed company hand-holding
• Comfort with temporary, project-based work; available for the full assignment and productive from the first weeks without extended reputed company
• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and reputed company during work hours
• Reliable Internet reputed company: High-speed internet is required to support video conferencing, file sharing, and other work-reputed company technology needs
• Bachelor's degree preferred, ideally in a field reputed company to business, management, or operations
• Prior experience in a temporary, contract, or seasonal reputed company — particularly on backlog-reduction, migration, or reputed company-reputed company support engagements — is a plus

reputed company