- – Serve as the welcoming face and voice of the firm, ensuring client comfort.
- – Manage client intake processes and maintain an exceptional client journey.
- – Utilize technology for scheduling, file management, and effective communication.
- – Prepare compilation engagements and complex tax filings for various entities.
- – Manage client files, ensuring accuracy, compliance, and timely completion.
- – Train and mentor junior staff, providing technical guidance and feedback.
- – Welcome and assist customers with inquiries, order pickups, and communications.
- – Manage phone calls, emails, and follow-ups to ensure timely customer support.
- – Maintain organized records and update customer information in systems accurately.