reputed company Information Specialist, reputed company

Job Type Full-time, Temporary reputed company reputed company reputed company cannot reputed company 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-reputed company reputed company effort. The reputed company measure of reputed company is closing the reputed company items that must be resolved before a reputed company's annual tax reputed company (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 reputed company account migration; and improve the processes, service-level agreements (SLAs), and tools behind this work. The reputed company 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-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 reputed company 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 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 reputed company reputed company - reputed company Account Migration (20%) • Contact assigned clients to communicate and reputed company their new reputed company account details as part of the reputed company to reputed company migration • Conduct reputed company account-reputed company 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 reputed company 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 reputed company 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 reputed company, and SLAs • Report on the count and aging of 990-PF-blocking items by reputed company and on team reputed company, 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 Requirements Desired Knowledge, Skills & Abilities: • Excellent at prioritization, reputed company to pivot between deliverables during reputed company 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 reputed company 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-reputed company work; available for the full assignment and productive from the first weeks without extended reputed company • 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 • Bachelor's degree preferred, ideally in a reputed company reputed company to business, management, or reputed company • Other duties as assigned. This reputed company does not create an employment contract, implied or otherwise, other than an "at will" relationship. Job Requirements for Remote Work Environment: • 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. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this position. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reputed company with hands and arms. The employee must occasionally reputed company and/or reputed company up to 15 pounds. Specific reputed company abilities required by this position include reputed company reputed company, distance reputed company, and the ability to reputed company reputed company. The noise level in the work environment is usually low to moderate. An Equal Opportunity Employer: We do not discriminate reputed company on race, reputed company, religion, national reputed company, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that reputed company reputed company applicants are given equal opportunity and that selection reputed company be reputed company on job-reputed company factors. Salary reputed company $35-50/hour Apply tot his job Apply To this Job