Ryan

Compensation

Full Description

Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of Service Fertility Assistance Program Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service The Operations Associate, Client Transition and Case Intake – RLS supports the operational infrastructure of the Legal Services (RLS) business by assisting the Operations Manager in the execution of critical initiatives. This role focuses on two primary areas: 1. Client Transition Support: Assists in the design, implementation, and maintenance of processes that support the onboarding of large volumes of Ryan clients into RLS Legal Services Agreements. This involves working with Smartsheet to manage data from Ryan’s proprietary PropertyPoint system and Salesforce, coordinating updates with tax consultants, attorneys, and the RLS India team. 2. Case Intake Operations: Supports the development and management of the case intake process using the Smartsheet-based Appeal Intake Portal, which integrates with Lead Docket and Filevine. This includes handling both single and bulk case intake submissions, ensuring data accuracy and proper system flow. The Operations Associate plays a key role in enabling the efficiency, accuracy, and scalability of RLS’s legal services operations through hands-on execution and cross-functional collaboration ***Open remotely anywhere in the U.S.*** Duties and responsibilities, as they align to Ryan’s Key Results People: Collaborate effectively with internal teams, including consultants, attorneys, and the India-based team. Support the Operations Manager in executing project tasks and tracking progress. Maintain clear and professional communication with stakeholders at all levels. Client: Assist in managing the intake of new client transitions and ensure accurate documentation of legal services agreements. Help maintain the appeal intake process to ensure timely case submissions by consultants. Respond to inquiries and requests from internal clients with attention to accuracy and service. Value: Enter, organize, and validate large volumes of data from multiple systems (PropertyPoint, Salesforce, Smartsheet, Lead Docket, and Filevine). Identify and escalate issues or inefficiencies in workflows and contribute to improvements . Generate and maintain reports, logs, and dashboards to support operations and decision-making. Ensure consistent data handling and documentation practices to maintain quality and compliance Education and Experience: Bachelor’s degree or equivalent required. Three to five years of experience in the professional services industry. Experience working with Salesforce platform a strong plus. Experience at Ryan is preferred, but not required. Computer Skills: To perform this job successfully, it is very important that the individual has advanced skills in Microsoft® Smartsheet, Word, Excel, Access, PowerPoint, Outlook, and Internet navigation and research. The candidate will be trained in third party software programs used by RLS, including Lead Docket, and Filevine. Essential Skills Required: Ability to work with large quantities of electronic data and data fields. Effective written and verbal communication skills Attention to detail Effective presentation skills Demonstrates accuracy and thoroughness Sense of urgency Demonstrates willingness to be flexible and adaptable to changing priorities Ability to work effectively both independently and in a team-based environment Strong multitasking and organizational skills Strong project management skills. Certificates and Licenses: Valid driver’s license required. Supervisory Responsibilities: Work with and/or leads a team to ensure efficiency, accuracy, and completion of tasks and projects. Delegates work and monitors progress in support of established goals and objectives. Work Environment: Standard indoor working environment. Occasional long periods of sitting while working at computer. Position requires regular interaction with employees at all levels of the Firm, clients, and interface with external vendors as necessary. Independent travel requirement: 5%. Equal Opportunity Employer: disability/veteran Ryan offers outstanding opportunities to work in a dynamic, rapidly expanding tax services firm serving the world’s most respected Global 5000 companies. Our innovative work environment, accelerated growth path for high performers, competitive benefits package, and outstanding earning potential provide the most rewarding career experience available in the industry. Ryan employees are given the freedom to do their best work in the way they work best. With a clear understanding of expectations and accountabilities, our employees are given ownership of their time and flexibility to meet the demands of their professional and personal lives. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Ryan LLC (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status). Job duties related to this role are to be conducted in a manner that adheres to privacy laws, as well as follows internal governance related to protecting confidential information and trade secrets, and to securing data and company records. Equal Employment Opportunity/Affirmative Action/Accommodation Ryan, LLC is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is our policy to take all employment actions and make all employment decisions without regard to race, color, religion, creed, gender, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, citizenship status, genetic predisposition or carrier status, disability, military status, status as a disabled or other protected veteran or any other protected status under applicable law. It is Ryan's policy to make reasonable accommodation for qualified individuals with disabilities. Please contact our People Group at 972.934.0022 or peoplegroup@ryan.com if you are interested in applying and need assistance to submit your application, or if you are interested in a position and believe you may require a reasonable accommodation in order for you to perform its essential functions. Click here to view the entire EEO poster and supplement. *Notice to Canada Candidates – In accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Canadian Human Rights Act, Ryan ULC will provide accommodation, accessible formats and communication supports for the interview upon request. Ryan welcomes and encourages applications from people with disabilities*. Please access our Privacy Notice in relation to this at the following link for additional information on how we protect and handle personal information. To change or modify any personal information previously provided, please click here to access our Data Subject Access Request form.