Catt Operations Associate
2 days ago
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**
**ESSENTIAL DUTIES**
- **HR/Talent Acquisition
- related duties**:
- 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:
- 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.
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