- – Manage and review compilation and tax filings, ensuring compliance and quality.
- – Build strong client relationships by providing proactive and responsive service.
- – Mentor and develop team members, offering technical guidance and performance feedback.
- – Develop and implement project workplans, timelines, and deliverables.
- – Coordinate meetings and maintain professional communication with stakeholders.
- – Prepare project status reports and maintain organized documentation records.
- – Inspects accounts to ensure compliance with company and customer standards.
- – Supervises multiple locations, managing staff and maintaining operational quality.
- – Conducts regular customer visits to foster relationships and address concerns promptly.