Operations Associate

The role provides user support, tax return processing and preparation support. Additionally, this position is responsible for training other tax coordinators on processing, software administration, e‑filing and other tax processing procedures as well as providing high level general operative support through the multiple departments. Full‑time | Mountain View, CA Overview Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The firm is known for their work on behalf of highly entrepreneurial and tech‑savvy wealth owners, helping them manage their sophisticated and complex wealth challenges. Responsibilities Client mail processing; scan and route mail to appropriate recipient. Order annual tax guides. Order office supplies. General support for Tax and Expense Management and Financial Reporting (EMFR) teams (calendar, travel, expense reports, time and attendance, client billing, and special projects). Client interaction (sign documents and notarize, which may require travel to client’s home or office). Maintain compliance logs (Officer/Manager designation for respective clients). Travel arrangement as requested. Qualifications Proficiency in Word, Excel, PowerPoint and Outlook. Strong organizational, time‑management and customer‑service skills. Detail‑oriented. Ability to demonstrate a high level of professionalism. Ability to multi‑task and work in a fast‑paced environment with tight deadlines. Excellent verbal and written communication skills. Benefits Primary office location: Mountain View, CA. Full‑time on‑site. Catalyst Family Office offers competitive market salaries and benefits, including individual and team bonuses, a 401(k) plan with company‑matching contributions, and a full range of medical, dental, vision and other wellness plans. Salary range for this position is $50,000–$75,000 per year, commensurate with experience and qualifications. #J-18808-Ljbffr Catalyst Family Office