Operations Associate

TaxConnex•Johns Creek, GA

12d•Hybrid

About The Position

The Operations Associate provides administrative and operational support across multiple functions, including sales tax compliance, exemption certificate management, check processing, and general office administration. The role is responsible for completing assigned tasks accurately and efficiently, maintaining organized records, and supporting daily business operations. The Operations Associate works closely with internal teams to ensure established processes are followed and operational deadlines are met. This position is based in the company’s Alpharetta, Georgia office and follows a hybrid schedule, offering flexibility while maintaining in-office collaboration.

Requirements

High school diploma or equivalent.
Prior experience in an administrative role.
Proficiency in Microsoft Office.
Excellent verbal and written communication skills.
Ability to manage multiple tasks and meet established deadlines.
Ability to follow detailed procedures and maintain accurate records.
Attention to detail and accuracy in completing tasks, reviewing information, and maintaining records.
Organization and time-management skills, including prioritizing tasks and managing competing responsibilities.
Dependability and accountability, including following through on commitments and taking responsibility for work quality.
Clear, professional verbal and written communication, and willingness to ask questions or seek clarification when needed.
Problem-solving skills, including identifying discrepancies, following procedures for routine problems, and escalating matters requiring additional guidance.
Adaptability and initiative in responding to changing priorities, learning processes and systems, and identifying tasks requiring attention.
Ability to work cooperatively with colleagues across departments.
Ability to follow established procedures, maintain accurate documentation, and handle sensitive information confidentially.

Responsibilities

Welcome clients, practitioners, and visitors to the office and assist them as needed.
Coordinate with outside vendors and report service issues related to office equipment.
Prepare outgoing mail, faxes, and packages.
Assist with coordinating and executing company events, lunches, and meetings.
Maintain, clean, and organize public office spaces.
Conduct monthly inventory checks of office supplies and reorder supplies as needed.
Track orders and maintain vendor relationships.
Print checks required for sales tax filings.
Verify check numbers and related information for accuracy.
Organize printed checks and make them available for the return-to-check matching process.
Review final checklists for paper tax returns and prepare courier batches.
Update and maintain records related to check printing and filing activities.
Upload and organize exemption certificates in the certificate management system.
Review certificates for completeness and required information using established guidelines.
Ensure certificates are accurately associated with appropriate client and customer records.
Identify and flag missing, incomplete, or expired certificates for management review.
Maintain accurate certificate records and update statuses as needed.
Assist with certificate tracking, reporting, and other administrative tasks as assigned.
Escalate exceptions and questions to management for review and resolution.
Scan and upload notices and other documents received from jurisdictions.
Log notices in the appropriate client accounts.