Job Description

Overview of the Role

The Operations & Information Specialist supports the governance, operations, and continuous improvement of the Business Advisory & Tax (BAT) division. The role is heavily focused on SharePoint administration, information management, process improvement, policy development, document governance, and stakeholder coordination. This position works closely with BAT leadership to ensure information is secure, accessible, compliant, and organized while improving operational efficiency across the division.

Main duties include:

• Design, develop, and maintain SharePoint sites, document libraries, metadata, permissions, and information architecture.
• Establish and enforce document governance standards, including access controls, retention policies, version control, and records management.
• Administer BAT-specific software applications, including user access management, testing, issue resolution, and documentation.
• Develop and maintain policies, procedures, process maps, templates, and operational guidelines.
• Identify process inefficiencies, control gaps, and improvement opportunities.
• Coordinate operational improvement projects, testing, communications, and change management activities.
• Create training materials, user guides, and knowledge resources for staff.
• Provide ongoing support and guidance regarding information management, governance, and BAT applications.
• Collaborate with internal stakeholders and external providers to deliver effective operational solutions.

Requirements

• Bachelor's degree in Business Administration, Information Management, Information Systems, Accounting, or a related field.
• Proven experience in business operations, information management, practice management, or a professional services environment.
• Hands-on experience in SharePoint administration, including site management, document libraries, metadata, permissions, navigation, and information architecture.
• Strong knowledge of document governance, records management, privacy compliance, access controls, version control, and information lifecycle management.
• Experience supporting business applications, managing user access, troubleshooting issues, documenting requirements, and assisting with system testing and implementation.
• Ability to develop and maintain policies, procedures, process documentation, user guides, and training materials.
• Demonstrated project coordination and change management experience, with the ability to manage multiple priorities, stakeholders, and deadlines.
• Experience in an accounting, tax, legal, or other regulated professional services environment is an advantage.
• Proficient in Microsoft Office 365 applications, particularly SharePoint, Word, Excel, PowerPoint, and Teams.

Benefits

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​