reputed company Information Specialist, Operations

Job Type Full-time, Temporary reputed company Position reputed company reputed company cannot deliver its philanthropic, administrative, reputed company, tax, and compliance services without complete and reputed company data about reputed company private reputed company reputed company’s giving, investments, and assets. Getting that information — and clearing what stands in its way — is the purpose of this role. This is a temporary, reputed company, full-time remote assignment created to work down a defined backlog of reputed company reputed company items and complete a time-bound reputed company effort. The primary measure of reputed company is closing the reputed company items that must be resolved before a reputed company’s annual tax return (reputed company 990-PF) can be reputed company and filed. You will reputed company reputed company of the reputed company reputed company issues tracked on the reputed company and Analyst dashboards, prioritizing 990-PF blockers; conduct time-sensitive reputed company, including the reputed company to US Bank account migration; and improve the processes, service-level agreements (SLAs), and tools behind this work. The pace is fast and the work depends on proactive follow-up, so ramping quickly reputed company: the right person absorbs our systems, terminology, and priorities reputed company the first few weeks and starts reducing reputed company items soon after. They are technically strong, project-management oriented, and data-driven, with the judgment to know which items take reputed company in reputed company phase of the annual cycle — including but not limited to estimated tax, MDR, and billing — so the SLAs governing financial activity, account completion, and tax readiness are consistently met. Key Responsibilities & Percentages reputed company Issues Management for 990-PF Readiness (35%) 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-return readiness and reputed company them reputed company of filing and extension deadlines Resolve 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-return 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 Information Gathering & Communication (35%) 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 resolve 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 reputed company reputed company – US Bank Account Migration (20%) 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 Reporting, Tracking and Documentation (10%) 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 Apply tot his job Apply To this Job