We’d love to sit down
and chat with you.
Please take a few minutes and share with us a little about yourself or your business and one of our team members will reach out to you.
see if you're a fitAvailable Positions
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1. CLIENT EXCELLENCE COORDINATOR:
Provide administrative assistance to multiple managers:
- • Scheduling appointments
- • Gathers information from client
– Tax return information/missing information
– Work papers related to bookkeeping clients
– PBC list for audits - • Log ALL projects in Project Management software
– Assign all tasks
– Enter budget hours for project - • Communicate status of projects to managers (stale reports, due date reports, etc.)
- • Billing
- • Accounts Receivable
- • Update Practice with any client changes to contact info, filing status, etc.
- • Additional CEC responsibilities:
– Typing of letters and simple reports to clients
– E-filing returns (tax, sales, payroll)
Other Duties:
- • Backup of Mail/Deliveries in Processing Coordinator absence
- • Backup of Switchboard in Processing Coordinator absence
