Note: The job is a remote job and is open to candidates in USA. AB & Associates, Inc. is a growing boutique CPA and advisory firm serving high-net-worth individuals, business owners, and families. They are seeking a highly organized and client-focused professional to lead client communication and workflow coordination, emphasizing operational and relationship-management aspects of the firm.
Responsibilities
- Lead client communication, data collection, and workflow coordination
- Serve as a key point of contact for clients
- Ensure that client information is requested, received, organized, and complete
- Work closely with the firm’s leadership and tax team to help manage workflow, improve internal processes, and ensure that client engagements move forward efficiently and professionally
Skills
- Experienced CPA, Enrolled Agent, or accountant
- Strong technical background in accounting and tax
- Highly organized and accountable
- Client-focused professional
- Ability to lead client communication
- Experience in data collection and workflow coordination
- Understanding of the accounting and tax environment
- Appreciation for the importance of deadlines and documentation
- Exceptional attention to detail
- Sound judgment
- Strong communication skills
- High level of care
- Proactive and polished
- Comfortable working in a fast-paced environment
- Responsiveness and follow-through in client service
Company Overview