Job Description Job Description Busy CPA and tax firm looking for a highly organized and proactive person to manage client communication, workflow coordination, onboarding, billing follow-up, and day-to-day office operations.This is NOT a front desk/receptionist position. We are looking for someone who can help manage projects, keep clients on track, organize workflows, and support the overall operations of the firm.Responsibilities:Follow up with clients for missing documents and deadlinesManage client communication by phone and emailCoordinate workflow and project statusOnboard new clients and assist with portal setupPrepare invoices and follow up on paymentsHelp maintain organized systems and processesSupport management with daily operationsRequirements:Strong communication and organizational skillsAbility to multitask and manage deadlinesProfessional and detail-orientedComfortable working in a fast-paced environmentExperience in an accounting, tax, or professional office is a plusSpanish and English requiredCompensation:Based on experience.Please send resume and a short introduction about yourself. Company Description For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity.Based in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure.Because we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant. Company Description For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity. Based in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure. Because we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant.
Not specified in the original listing.
Not specified in the original listing.
