
Client Service Manager
1 week ago
The Client Compliance Coordinator is a pivotal role within our organization, responsible for ensuring seamless client onboarding and compliance with tax, bookkeeping, and licensing requirements. This individual will oversee the client onboarding process, manage workflows, and drive process automation using industry-leading software solutions.
Key Responsibilities:
- Oversee the client onboarding process to ensure timely and efficient completion.
- Manage workflows to optimize productivity and efficiency.
- Drive process automation using TaxDome and QuickBooks to streamline operations.
This position requires excellent organizational, communication, and technical skills. The ideal candidate will have experience with tax, bookkeeping, and licensing requirements, as well as proficiency in workflow management and process automation.
Benefits
As a valued member of our team, this individual will enjoy a comprehensive benefits package, including competitive compensation, professional development opportunities, and a dynamic work environment.
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Client Relationship Manager
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