Female Bookkeeper with US Tax Filing Expertise

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Requirements:

• Proven experience in bookkeeping and US tax filing.
• Strong ability to connect with clients, understand their needs, and provide exceptional customer service.
• Excellent verbal and written communication skills.
• Proficiency in using accounting software and file management systems.
• Strong organizational and time management skills.
• Attention to detail and accuracy in financial record-keeping.
• Ability to work independently and manage multiple tasks efficiently.
• High school diploma or equivalent; a degree in Accounting, Finance, or a related field is a plus.

Responsibilities:

• Provide exceptional customer service by responding to client inquiries via email, phone, and chat, ensuring all client needs are met promptly and professionally.
• Manage client accounts through file management systems, ensuring all documents are organized and readily available for tax filings.
• Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.
• Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.
• Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.
• Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
• Manage communications for tax projections, extensions, and the filing of returns.
• Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly.