About the job
Job Title: Female Bookkeeper with Expertise in US Tax Filing
Location: Remote
Job Description: We are on the lookout for a dedicated and detail-oriented Female Bookkeeper proficient in US tax filing and possessing outstanding client communication abilities. The perfect fit for our team will be responsible for managing client accounts, delivering top-notch customer service, and executing various bookkeeping and tax-related responsibilities. This role necessitates a strong aptitude for connecting with clients, comprehending their requirements, and offering prompt, professional service.
Key Responsibilities:
- Client Communication: Deliver exceptional customer service by addressing client inquiries via email, phone, and chat, ensuring all client needs are fulfilled promptly and professionally.
- Account Management: Oversee client accounts through file management systems, ensuring all documents are organized and readily accessible for tax filings.
- Document Assistance: Aid clients in gathering necessary documentation for tax preparation, bookkeeping, and other financial necessities.
- Meeting Coordination: Organize and schedule client meetings, including quarterly reviews, tax planning, and general consultations.
- Tax Preparation Pipeline: Monitor the tax preparation pipeline and ensure clients submit required documentation in a timely manner.
- Bookkeeping Tasks: Perform basic bookkeeping tasks, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
- Tax Communications: Manage communications regarding tax projections, extensions, and the filing of returns.
- Support for Tax Preparers: Assist tax preparers by resolving client inquiries, monitoring notes, and ensuring all preparation stages are executed smoothly.
