- – 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.
- – Provide live chat support, responding to customer inquiries with clarity and speed.
- – Troubleshoot product issues, resolve common questions, and escalate when necessary.
- – Maintain documentation, improve knowledge base, and track customer feedback patterns.
- – Coordinate schedules, appointments, and personal commitments for senior leadership.
- – Manage time-sensitive errands, logistics, and transportation support as needed.
- – Handle confidential information with discretion and maintain strict privacy standards.