- – 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.
- – 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.
- – Respond to customer inquiries via phone, email, and chat promptly and professionally
- – Resolve customer complaints and issues to ensure satisfaction and retention
- – Maintain accurate records and collaborate with team members for service excellence