Major responsibilities include:

Author: Mock Webware |

  • Answer phone & greet clients in person
  • Provide assistance to clients for signatures, pick-up and drop-off of information, and collection of payments
  • Manage appointments and keep internal systems updated
  • Scanning documents and assisting in assembly of tax returns
  • Assist with client bookkeeping as needed
  • Manage inbound and outbound mail
  • Provide assistance to staff and owner as needed

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