
Excellence Manager
3 days ago
Client Excellence Coordinator
Key Responsibilities:- Collect and review client financial information, including paystubs, bank statements, and expense reports.
- Conduct structured calls with clients to gather required documents, and follow up via email and text as needed.
- Prepare and submit tax-related forms and communications, ensuring timely submission and compliance.
- Manage client databases, updating records and tracking deadlines and follow-ups.
- Respond promptly to client inquiries, maintaining professionalism and confidentiality.
- Bachelor's degree in accounting or a related field.
- 1-3 years of experience in accounting, bookkeeping, audit, and/or tax.
- Proficiency in MS Excel and other relevant software applications.
- Excellent communication and client service skills.
- Competitive compensation package.
- Ongoing training and development opportunities.
- International career growth and networking opportunities.
- Weekends off with generous paid leave days.
- Work-life balance and on-time logouts for personal time.
- A family-first culture that values well-being.
- Comprehensive health and life insurance plan.
- Professional development opportunities, including certifications and courses.
- Referral incentives and recognition programs.
- Wellness-focused facilities and amenities.
We live by values that foster growth, innovation, and excellence: AWESOME, REAL, WOW, BIG, MORE.
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