Key Responsibilities Serve as the first point of contact for incoming calls and client inquiries Understand client needs and gather essential information during initial conversations Provide preliminary fee estimates based on firm guidelines Coordinate small tasks and assist with workflow management across the team Schedule appointments and maintain an organized firm calendar Support client onboarding, including document collection and follow-up Track project progress and ensure deadlines are met Maintain organized digital and physical files Assist CPAs and staff with administrative and operational tasks What You Bring Strong communication skills and a confident, friendly phone presence Ability to understand client needs and translate them into actionable steps Experience estimating service fees or comfort learning fee structures Excellent organizational skills and the ability to manage multiple priorities Strong follow-through and a proactive approach to task coordination Comfort with technology, scheduling tools, and document management systems Prior experience in a CPA firm or professional services environment is a plus
...Description Company Overview Dropoff is a same-day, last mile delivery service that enables businesses across industries to meet... ...goals. Advantages of Contracting with Dropoff MUST OWN CARGO VAN, WE DO NOT SUPPLY VEHICLES Paid by the delivery Drive packages...
A public transit authority in New York is seeking a Manager for New Railcar System Integration. The role involves overseeing the integration and validation of critical rail systems, ensuring safe operations, and managing acceptance activities for new technologies. Candidates...
A premier general contractor in San Francisco is seeking an Assistant Project Manager to support project documentation and organization for high-end residential projects. The role requires a minimum of one year of experience in construction management and proficiency in...
...Position Summary We are looking for a highly skilled and experienced Maintenance Manager to lead the industrial maintenance operations of our automotive manufacturing facility. This role is pivotal in ensuring the reliability, safety, and efficiency of all machinery...
...position responds and repairs issues with floors,walls, windows, and completes inspections and maintenance or cleaning of roofs, gutters, and drains. Performs minor troubleshooting,repairs, and adjustments on doors, locks, cabinets, desks, closets; repairs door hinges...