
Expert Financial Coordinator
7 days ago
We are seeking a highly organized and empathetic bookkeeper to manage client accounts, provide exceptional customer service, and handle various bookkeeping tasks.
- Key Responsibilities:
- Client Communication: Respond to client inquiries via email, phone, and chat, ensuring all client needs are met promptly and professionally.
- Account Management: Manage client accounts through file management systems, ensuring all documents are organized and readily available for tax filings.
- Document Assistance: Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.
- Meeting Coordination: Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.
- Tax Preparation Pipeline: Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.
- Bookkeeping Tasks: Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
- Tax Communications: Manage communications for tax projections, extensions, and the filing of returns.
- Proven experience in bookkeeping and US tax filing.
- Strong ability to connect with clients, understand their needs, and provide exceptional customer service.
- Excellent verbal and written communication skills.
- Proficiency in using accounting software and file management systems.
- Strong organizational and time management skills.
- Attention to detail and accuracy in financial record-keeping.
- Ability to work independently and manage multiple tasks efficiently.
- High school diploma or equivalent; a degree in Accounting, Finance, or a related field is a plus.
- Competitive salary and benefits package.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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