Operations Senior 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 Assemble filing copies of Tax Returns to appropriate taxing authorities. Assists with IRS notices. Provides input on evaluating and enhancing tax procedures. Prepare extensions for filing. Tax return preparation assistance Manage tax team deadlines and open projects (updating and tracking of e‑Filing and e‑work paper control log). Manage client document process. Scan tax returns and uploads to CCH Document and SurePrep. Prepare materials for presentation for prospect/client meeting (folders, proposals, etc). Manage client/entities organizational charts. Maintains PTIN and CAF numbers. Orders annual tax guides. 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 home/office). Maintain compliance logs (Officer/Manager designation for respective clients). Travel arrangement as requested. Qualifications Bachelor’s degree. Proficiency in Word, Excel, PowerPoint and Outlook. Strong organizational, time management and customer service skills. Detail‑oriented. Demonstrate analytical and problem‑solving abilities. 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. Ability to meet deadlines and manage time effectively. Notary not required, but preferred. What we offer Primary office in Mountain View, CA. Full‑time on‑site. Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401(k) plan and company‑matching contributions, a full range of medical, dental, vision, and other wellness plans. Salary and overall compensation are commensurate with individual experience and qualifications, as well as market conditions. The California based salary range for this position is $60,000K/yr – $95,000K/yr. #J-18808-Ljbffr Catalyst Family Office