Busy CPA and tax firm looking for a highly organized and proactive person to manage client communication, workflow coordination, onboarding, billing follow-up, and day-to-day office operations.
This is NOT a front desk/receptionist position. We are looking for someone who can help manage projects, keep clients on track, organize workflows, and support the overall operations of the firm.
Responsibilities:
Follow up with clients for missing documents and deadlines
Manage client communication by phone and email
Coordinate workflow and project status
Onboard new clients and assist with portal setup
Prepare invoices and follow up on payments
Help maintain organized systems and processes
Support management with daily operations
Requirements:
Strong communication and organizational skills
Ability to multitask and manage deadlines
Professional and detail-oriented
Comfortable working in a fast-paced environment
Experience in an accounting, tax, or professional office is a plus
Spanish and English required
Compensation:
Based on experience.
Please send resume and a short introduction about yourself.
\nCompany Description
For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity.
Based in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure.
Because we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant.
Company Description
For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity.\r\n\r\nBased in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure.\r\n\r\nBecause we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant.
Numbers & Facts
Location
Doral, FL
Skills
Accountingunmatched
Billingunmatched
Business Growthunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Cost Controlunmatched
Customer Service Managementunmatched
Customer Service Operationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
English Languageunmatched
Financial Reportingunmatched
Manufacturingunmatched
Multitaskingunmatched
Onboardingunmatched
Operational Supportunmatched
Operationsunmatched
Organizational Skillsunmatched
Project/Program Coordinationunmatched
Project/Program Managementunmatched
Sales Managementunmatched
Spanish Languageunmatched
Systems Maintenanceunmatched
Tax Accountingunmatched
Time Managementunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.