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?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!
Awesome Team, great benefits & room to grow.
The Woodlands, TX