Client Coordinator - Bethesda, United States - SULLIVAN & COMPANY, CPAS
Description
Position entails providing support and administrative assistance to assigned Partners/Managers/Accountants including:- Communicating messages from accountants to clients on various tax and accounting matters
- Maintain 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
- Returning client records
- Typing of letters and simple reports to clients
- Filing of paper or electronic documents
- Dealing with client tax office correspondence, including forwarding as required
- Making and changing appointments (meetings and calls) with clients, prospects and others
- Preparing checklist of information
- Reviewing and checking client documents
- Contacting clients for any missing information
- Logging of each job on the electronic and visual workflow system
- Printing and binding of finalized documents
- Attending all corporate secretarial matters including forms
- Monitoring tax due dates and advising clients of such
- Systems writing and updating
Competencies required:
- Displays a reasonable knowledge and understanding of a professional 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, organized, and selfmotivated
- Confident enough to develop client relationships and build rapport with staff, business partners, and clients
Pay:
$42, $45,000.00 per year
Benefits:
- 401(k)
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- Monday to Friday
Ability to Relocate:
- Bethesda, MD 20814: Relocate before starting work (required)
Work Location:
In person
