Job Description

We are seeking a highly organized and detail-oriented Client Account Coordinator to join our team on a (20-hour) part-time basis. The ideal candidate will be responsible for providing exceptional customer service and administrative support to our clients.

Responsibilities:

• Client Relationship Management:
  • Build and maintain strong relationships with clients.
  • Respond promptly to client inquiries and requests.
  • Provide timely and accurate information to clients.
  • Resolve client issues and concerns in a professional and timely manner.
• Administrative Support:
  • Coordinate client meetings and appointments.
  • Prepare and distribute meeting materials.
  • Maintain accurate client records.
  • Assist with contract management and invoicing.
• Project Management:
  • Track project progress and deadlines.
  • Provide support to project teams as needed.
• Data Entry and Reporting:
  • Enter client data into our CRM system.
  • Generate reports and analyze data as needed.

Qualifications

• Excellent customer service skills.
• Strong organizational and time management skills.
• Attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).  
• Experience in a client-facing role preferred.

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Job Description

We are seeking a qualified Accountant/CPA to join our team on a per diem or per contract basis to assist with various audit engagements. The ideal candidate will have a strong understanding of accounting principles and auditing standards, and be able to work independently and efficiently.

• Audit Planning and Execution:
  • Assist in developing audit plans and work programs.
  • Execute audit procedures, including testing controls, substantive procedures, and analytical reviews.
  • Evaluate the adequacy of the client's internal controls.
  • Identify and document audit issues and findings.
• Financial Reporting:
  • Review financial statements for accuracy and compliance with applicable accounting standards.
  • Assist in the preparation of audit reports and management letters.
• Client Communication:
  • Interact with client personnel to gather information and address audit-related questions.
  • Communicate audit findings and recommendations to client management.

Qualifications

• Bachelor's degree in Accounting or Finance.
• CPA license REQUIRED.
• Minimum of 2 years of experience in public accounting.
• Strong understanding of GAAP and auditing standards.
• Excellent analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.  
• Excellent written and verbal communication skills.

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