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CLIENT EXCELLENCE COORDINATOR - CPA Firm

John A. Sanchez & Company Auburn Hills, MI

  • Posted: over a month ago
  • $45,000 to $60,000 Yearly
  • Full-Time
  • Benefits: medical, vision, 401k, dental,
Job Description

REPORTING TO: Founder/Owner

 

SUMMARY:

 

To meet the business’ needs by attending to client service and administrative requirements.

 

RESPONSIBILITIES:

 

Provide support and administrative assistance to assigned Owner/Managers/Accountants including:

 

●     Maintaining client database including additions, deletions and changes as needed

●     Scheduling annual work to meet client needs and achieve efficient resource management

●     Following up with client on scope sign off and payment of any agreed upfront amount

●     Coordinate Client record intake, assignment to accounting team, and returning client records

●     Contacting clients for any missing information

●     Typing of letters and simple reports to clients

●     Filing/archiving electronic documents

●     Dealing with client tax office correspondence, including forwarding as required

●     Making and changing appointments (meetings and calls) with clients, prospects and others

●     A/R Billing & Collection follow-up

●     Logging of each job on the electronic and visual workflow system

●     Monitoring workflow

●     Advising clients of tax registration requirements

●     Advising on income tax assessments

●     Incorporating of companies

●     Monitoring tax due dates and advising internal team & clients of same

●     Process tax return efiling, monitor submission status for acceptance acknowledgements, follow-up on rejections.

●     Workflow process documentation and updating

 

COMPETENCIES:

 

●     Displays a reasonable knowledge and understanding of a professional CPA office environment

●     Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities

●     Displays each of the following attributes - excellent work ethic / dedication / punctual / initiative / personality / proactive / attention to detail / organised / self motivated

●     Confident enough to develop client relationships and build rapport with staff, business partners and clients

 

 

QUALIFICATIONS:

 

●     No formal qualifications are required for this position. However studies in Business Administration would be highly regarded.

 

 EXPERIENCE REQUIRED:

 

●     Proven experience in a professional office environment

●     Comfortable working with technology and enthusiastic to finding “a better way”.

●     Proven experience with office software such as Microsoft Office / G/Suite - add other

●     Sound knowledge of general administration processes

●     Accomplished ability to provide outstanding customer service

●     Proven experience in managing accounts receivable

●     Maturity and responsibility

 

EXPERIENCE DESIRED:

 

●     Experience using accounting systems including Quickbooks, QBO, Accounting CS

●     Knowledge of and/or experience using: BigTime, Jetpack Workflow, Slack

●     Workflow management – professional services

●     Experience dealing with income tax issues

 

 

Company Description
JAS&Co is a CPA Advisory firm serving small to mid-size businesses in Michigan and throughout the US.

John A. Sanchez & Company

Why Work Here?
We are a progressive minded firm with a distributed team, offering rewarding and flexible work.

JAS&Co is a CPA Advisory firm serving small to mid-size businesses in Michigan and throughout the US.

Address

Auburn Hills, MI
USA

Industry

Business

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