FAQs
What are the main responsibilities of an Operations Associate?
The main responsibilities include preparing and reviewing US tax returns for individuals, trusts, and businesses, assisting with other tax and financial projects, coordinating with team members to complete tasks, and following client procedures diligently.
What tax returns will I be working with?
You will be preparing and reviewing US tax returns for individuals, trusts, and businesses.
Is previous experience in tax applications required?
While previous experience is beneficial, being ready to learn new tax applications and software is essential.
What is expected regarding deadlines and task completion?
You are expected to complete tasks on time, adhere to quality standards, and meet deadlines, especially during busy seasons.
What should I do if I'm facing challenges in my tasks?
It's important to coordinate with subordinates and managers, keeping them informed of your progress, so they can assist you as necessary.
Are there specific times when long hours are required?
Yes, long hours are expected during the busy tax season from February to April.
How important is teamwork in this position?
Teamwork is crucial; being a team player with aspirations to achieve is highly valued in this role.
Will I be required to report my work status daily?
Yes, you must keep the Operations Lead informed of the status of your work in progress at the end of each day.
Is it necessary to follow company procedures?
Yes, adherence to the Company's procedures and the Team Manager’s expectations is mandatory.
What qualities should I possess to be successful in this role?
You should be a quick learner, enthusiastic, disciplined, and able to work based on project urgency while being a supportive team player.