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Client Coordinator for Tax Dept

CPA Firm hiring in The Woodlands, Texas The Woodlands ,TX
  • Posted: over a month ago
  • $45,000 to $60,000 Yearly
  • Full-Time
  • Benefits: medical, 401k
Job Description

Requires a 100% understanding of support documents for business and individual Tax Returns and the ability to review these support documents and identify missing information.

  • Proposals – create, edit, monitor, setup payment method & collect
  • Prepare & monitor budgets – review Work-in-Progress, create out-of-scope projects
  • Project Management - manage workloads, meet due dates, schedule projects
  • Collect support documents – scan & review
  • Client Relationships – respond to client calls; liaison between Tax Preparer & client; up-sell, maintain client database; setup meetings

Fisher CPA Firm, PC

Why Work Here?

Awesome Team, great benefits & room to grow.

Fisher CPA Firm ain't your grandpa’s stuffy accounting firm, no mothballs or mahogany desks here. We are a fast-growing, tech-enabled firm looking for team members to inspire businesses to become what they aspire to be and more!

Address

The Woodlands
The Woodlands, TX
USA

Website

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