CATT Operations Associate

Job Description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. RSM’s Center for Advanced Tax Technology (“CATT”) is a fast-paced, high-energy, collaborative environment that also happens to be one of the fastest growing tax practice groups at RSM. The CATT team is focused on enhancing RSM US and global ability to deliver comprehensive, value-added, and efficient Tax products and services to our clients. It is a dynamic team with professionals of varying backgrounds from tax functional, tax technical, technology development, and product management. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation. JOB SUMMARY The CATT Operations Associate assists in maintaining organizational structure, provides contract management support, and performs routine financial support. The ideal candidate needs to be responsive to the needs of the CATT organization in terms of coordination with HR and Talent Acquisition teams to attract and retain talent, and to ensure prompt review and approval of invoices to ensure proper contracts are defined for timely payments. ESSENTIAL DUTIES HR/Talent Acquisition- related duties: Coordinates with CATT Ops Sr. Associate, CATT Ops Manager, Talent Acquisition, and the External Workforce team for FTE hiring and Contractor onboarding activities (ensures interviews are scheduled and interviewer’s provide feedback on candidate). Assists in scheduling and coordinating interviews with hiring managers, external workforce team, human resources, talent acquisition, and onboarding team members through various channels, including email, phone, chat, and ServiceNow tickets to ensure a seamless onboarding / offboarding process for new team members. Keeps detailed records of interactions for onboarding/offboarding team members, includes working with IT to resolve access issues and updating the CATT Org list in SharePoint. Contract Management / AP / Finance-related duties: Coordinates with USI and US-based Contract Management team to ensure newly executed contracts are sent to AP for upload into Workday; validates the metadata entered in Workday is accurate and maintains the Vendor Master List. Conducts research in the financial system to ensure Tax LOB invoices are properly coded and cross-referenced to the correct contract. Assists with financial report tracking and chargeback models. Other-related duties: Coordinating with Process Product Operations team: Coordinates deactivation of applications that are sunset from CMDB (including informing the Business/Technical Owners to APPROVE the SNOW requests to retire the system). Assists with 3rd party products getting onboarded to SAMpro with the IT Vendor Management team. Gaining knowledge of Tax/CATT Operations teams: Learning financials Learning personnel Identifying opportunities to improve; communicating with teammates and management, as necessary. EDUCATION / CERTIFICATION REQUIREMENTS Bachelor's Degree (preference given to Business or Technology major) JOB REQUIREMENTS 1-3 years of previous experience in an operation, support, or admin role, preferably within a CPA firm. Working knowledge of metrics, processes, systems, and running a world-wide organization within the enterprise environment supporting large scale IT shops. Must be capable of dealing confidently and professionally at executive level and with customers. Prior public accounting experience with mid to large size firm(s) or other professional services experience (preferred). Prior experience working within a national tax role in tax software, processes, or both (preferred). SUCCESSFUL CHARACTERISTICS / SKILLS Problem-solving experience to assess, analyze, troubleshoot, and resolve issues. Analytical skills, attention to detail, and ability to identify trends and patterns, which are the basis for improving operational performance over time. Passion for technology and providing exceptional experiences both internally for our employees and externally for clients and prospects. Bias to action, and ability to succeed in ambiguity. At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html . RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status ; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at [email protected] .