Full Time On Site
Serve as a point of contact for clients, addressing inquiries and providing information.
Maintain a high level of professionalism and confidentiality in all client interactions.
Provide administrative support to CPAs and office staff.
Answer and direct phone calls, taking messages as necessary.
Greet and assist clients in a professional and friendly manner.
Data Entry and Record Keeping:
Maintain accurate and organized digital client files.
Input financial data into databases and software systems.
Assist in the preparation of reports and documentation.
Manage schedules for CPAs, ensuring appointments and deadlines are met.
Coordinate meetings and appointments, both internally and with clients.
Assist in the preparation and proofreading of financial documents.
Draft and format correspondence, reports, and other business-related documents.
Identify and resolve client inquiries proactively.
Collaborate with team members to find effective solutions to challenges.