- – 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.
- – Enter and maintain data in organizational databases, ensuring accuracy and completeness.
- – Organize and digitize records, maintaining electronic and physical filing systems.
- – Prepare reports and assist with administrative tasks across multiple departments.
- – Manage client inquiries via phone and email, ensuring timely and accurate responses.
- – Process payments and generate invoices in NetSuite, maintaining financial accuracy.
- – Organize and file important documents, ensuring easy access and confidentiality.