About the Role
Qualifications
- Has experience in handling the bookkeeping and tax return preparation tasks.
- Strong Skills in handling bookkeeping tasks for clients.
- Email management
- Client relationship management
- Billing collections and Financial reconciliation
- An accounting or tax background is preferable
- Exhibits familiarity with specific needs and dedication to each client.
- Prioritizes secure data handling, with a strong emphasis on safeguarding clients' financial information through secure login procedures, data encryption, and audit controls.
- Demonstrates the ability to learn and adapt quickly to new tools or unique client situations that may arise, ensuring accurate and responsive service.
- Maintains high standards of oversight and quality control, allowing for review and approval of all work before it is finalized and shared with clients
- Familiarity with US Tax compliance is ...
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