CPA FIRM IN BROOKLYN, NY (AVENUE J MIDWOOD AREA)SPEAR CPA CFP is looking for a CLIENT SERVICE LIAISONABOUT US:Located in the Avenue J Midwood area, Brooklyn NY, we provide accounting services to our clients in the New York City Area. We help our clients keep accurate books and records, minimize their taxes and ensure compliance with tax laws and regulations. We provide accounting services in Manhattan, Brooklyn, and the outer boroughs.YOUR MISSION:As our Client Services Liaison, you will make sure that client projects are completed from start to finish by facilitating communication and information transmission with our clients and accounting team.SPECIFIC RESPONSIBILITIES AND DUTIES:Client Communication & Follow-ups - Emailing and calling clients to make sure that they provide their information on a timely basis.Capturing and then documenting important communication conveyed by our clients so that our team members enter it properly.Creating, assigning and delegating Client Projects to proper team members.Working with our team members and then with our clients to resolve Bookkeeping and other client-related issuesAssisting our team in resolving governmental and tax matters.Setting up client meetings/appointments.Updating Client Processes and procedures.REQUIRED COMPETENCIES:Strong Communication/Customer Service SkillsSolid Writing Skills.Proficiency in Microsoft Office.Comfortable with technology - we use lots of cutting edge software. Ability to work with and manage multiple projectsQuick Learner with the ability to quickly comprehend.Detail oriented and well organized.QuickBooks/Bookkeeping Experience a plus but not required as we are willingto train you in these skill sets. PLANNED SALARY AND OTHER COMPENSATIONS:Depending on your experience and performance record, we offer an annual salary of $40K to $50K, with additional performance-based bonuses after probation period. Additionally: We provide paid vacation/holiday’s off.We provide Transit Check/Commuter Benefits.We offer co-pay on health insurance.IMPORTANT NOTE: Please do not call our office as we do not process application on the phone. Simply apply through the link below.
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