- – 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.
- – 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.
- – Provide occupational therapy assessments and interventions to enhance quality of life.
- – Collaborate with individuals and teams to develop person-directed support solutions.
- – Recommend adaptive equipment and assistive technology for improved accessibility.