- – Prepares financial statements and working paper files for client accounts.
- – Files corporate and personal income tax returns while ensuring compliance.
- – Reconciles accounts and performs bookkeeping tasks with attention to detail.
- – Answer and direct phone calls, emails, and other correspondence efficiently.
- – Schedule appointments, manage calendars, and coordinate travel arrangements.
- – Maintain filing systems, assist with bookkeeping, and prepare documents accurately.
- – Manage CEO's calendar, prioritize meetings, and anticipate scheduling conflicts.
- – Draft correspondence and triage communications for the CEO's inbox efficiently.
- – Plan and coordinate all business travel, including detailed itineraries and logistics.