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 though out the multiple departments.Full-timeMountain View, CAOverviewCatalyst 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.ResponsibilitiesClient mail processing; scan and route mail to appropriate recipient.Orders 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 home/office).Maintain compliance logs (Officer/Manager designation for respective clients)Travel arrangement as requested.QualificationsProficiency in word, excel, power point and outlookStrong 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.What we offerPrimary office location: 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, 401k 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 $50,000K/yr. - $75,000K/yr.