- – Manage and review U.S. federal and state tax returns for diverse clients.
- – Lead U.S. tax compliance engagements, ensuring timely and accurate deliverables.
- – Train and mentor team members, providing guidance and performance feedback.
- – Welcome patients and guide them through the check-in process efficiently.
- – Manage phone lines, confirm appointments, and handle incoming mail promptly.
- – Update medical records and maintain clinic inventory and cleanliness standards.
- – Manage financial reporting, ensuring compliance with GAAP and timely statements.
- – Supervise and mentor a 3-person accounting team in daily transaction processing.
- – Develop and monitor cash flow forecasts, optimizing financial asset management.