Citrin Cooperman

Intake Director (50517)

Citrin Cooperman  •  $173k - $230k/yr  •  New York City, NY (Onsite)  •  3 months ago
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Job Description

Job Location: New York, NY 10020
Position Type: Full Time / Experienced Level
Salary Range: $173,000.00 - $230,000.00 Salary/year
Job Category: Operations / Administrative SupportCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Intake Director to join the Firm Operations team within the Operations department. They’re responsible for the management and oversight of our US and India based operations team, whose primary focus is all facets of new client intake and acceptance.
Responsibilities are, but not limited to:
- Assist in continued development of New Client Intake Form (Excel).
- Assist with software implementation of Excel form and Dynamics upload.
- Participate in development of Power BI Dashboard for tracking of volume, days in cycle, urgent requests.
- Assist with building of US based Intake Team, research regionalization of same for initial rollout while building a team in India for further future development.
- Participate in testing and implementation of total process.
- Review reporting and status updates – monitoring volume.
- Training and developing to those new to intake process.
- Intapp et al.
- Act in capacity of system administrator for Dynamics and Intapp.
- Work with Integration Team for post-merger intake.
- Assist with policy and procedural changes as process develops.

QualificationsThe ideal candidate must:
- Have 5-10+ years’ experience in accounting firm environment, tax operations preferable.
- Enjoy working with a team supporting, training and collaborating towards end goal.
- Be comfortable communicating with multi-levels of leadership.
- Have experience with project-based initiatives.
Citrin Cooperman

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Industry
Consulting & Advisory
Company Size
1,001-5,000 employees
Headquarters
New York
Year Founded
1979
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