Operations

• Lead a team of Senior Specialists and leads within Client and Government Reporting
• Provide ongoing support, coaching, feedback and developmental opportunities to staff
• Establish and maintain quality assurance standards, procedures, and controls for cost basis or client issued tax forms
• Partner with product management and technology teams during new product implementation and test new processes
• Close Vendor Management with multiple third party vendors
• Oversee Tax Season including scheduling, tax form production, and advisor-facing communications
• Handle escalated advisor and client issues via department mailbox
• Coordinate between onshore and offshore teams
• Assist with department projects: create new workflows, develop test scripts, perform QA, manage defects, and conduct User Acceptance Testing
• Speak as a representative for the firm with industry peers and business partners
• Establish, implement, and direct quality control efforts to ensure process requirements conform to quality standards
• Provide recommendations and reports to VP on successes, challenges, and needs

Manager, Operations, Client & Government Reporting

Senior Escrow Servicing Operations Specialist