Job Description


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 a plus
    • ...

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