- – 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
- – 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.
- – Own administrative tasks, transforming convoluted processes into efficient systems.
- – Build and maintain processes in Monday.com, Slack, and Google Workspace for efficiency.
- – Manage office logistics, including organization, supply restocking, and general upkeep.