Accounting Assistant

• Conduct initial discovery calls to understand client needs and outline our services.
• Prepare templates and proposals tailored to each client's specific requirements.
• Draft and finalize engagement letters to formalize client relationships.
• Manage follow-ups to ensure timely receipt and accurate processing of all necessary documents.
• Address additional client questions and concerns regarding their accounts and services.
• Maintain organized records and ensure compliance with relevant financial and tax regulations.

• Efficiency and accuracy in preparing and managing financial documents.
• Effectiveness in client communication and relationship management.
• Timeliness in completing tasks, particularly in relation to tax preparation deadlines.

• Provide reliable support in managing financial tasks, streamlining business operations, and enhancing client satisfaction.
• Ensure accurate and timely document management to meet tax deadlines and avoid penalties.
• Enhance the overall professionalism and efficiency of financial services offered.

• Successfully handle all accounting assistant responsibilities, ensuring smooth operations during the tax season and beyond.
• Develop and implement systems for improving client document collection and follow-up processes.
• Establish a reputation for excellent client service, contributing to business growth and client retention.

• Proven background in accounting or a related field.
• Strong proficiency in English, with excellent verbal and written communication skills.
• Experience in client-facing roles, preferably in a financial setting.
• Familiarity with creating financial proposals, engagement letters, and managing client correspondence.
• Ability to work independently, managing multiple tasks and deadlines effectively.

• Hourly rate ranges from $6 to $8, depending on experience.
• Opportunities for career advancement.
• Dynamic and collaborative work environment.
• Remote work option available.
• Supportive team culture focused on success and growth.

Maven Staffing