Support the onboarding process for new clients, ensuring a smooth transition and clear setup of accounting systems.
Manage day-to-day bookkeeping tasks, including accounts payable and receivable, monthly closings, and preparation of financial reports and analysis.
Prepare and file U.S. corporate and individual income tax returns (including 1099s and year-end filings).
Manay CPA is a global, full-service accounting and advisory firm headquartered in Atlanta, GA. With over 20 years of experience and a diverse team across 4 continents, they provide personalized accounting, tax, payroll, audit, and HR solutions to individuals, entrepreneurs, and businesses.
Assists team members with tasks to provide client engagement support.
Provides basic administrative support to team members.
Creates positive team member experiences, leading to excellent client service.
Ryan is a tax services firm serving the world’s most respected Global 5000 companies. They offer an innovative work environment, accelerated growth path for high performers, and competitive benefits.
Serve as the primary point of contact for Spanish-speaking clients, handling inbound and outbound calls.
Organize information coming out of intake, track outstanding items, drive follow-ups to completion.
Support attorneys and paralegals with document preparation, e-filings as assigned, and backend case organization.
Flexner Houser Injury Law is a Wilmington, North Carolina personal injury firm. They are known for strong communication, responsiveness, and community involvement that extends beyond the courtroom. The firm has served North Carolinians for 25+ years.
Create, update, and maintain client records within the company’s CRM database.
Communicate primarily in Spanish, review client responses and comments, and update the CRM accordingly.
Assist with client documentation using Dotloop and ensure CRM data and client records remain accurate and organized.
SnappyCX is looking for a dependable CRM Administrative Assistant to support CRM management and administrative tasks for their client. Our client is a real estate company that supports clients through the home buying, selling, and property upgrade process.
Handle customer communication via email and text messaging.
Coordinate and update schedules, assigning field teams to jobs.
Track operational information and maintain clean, accurate records.
Inside Out matches people with roles that fit their skills, career goals, and lifestyle. They provide guidance and support at every step of the hiring process to help people take the next step in their remote career.
Supporting the client onboarding process for all assigned client engagements, following defined procedures.
Assisting with processes related to accounts payable and receivable management, bookkeeping entries, monthly close activities, and financial reporting.
Supporting regular and detailed audits to ensure accuracy in financial documents, expenditures, and investments.
Manay CPA is a global, full-service accounting and advisory firm headquartered in Atlanta, GA. With over 20 years of experience and a diverse team across 4 continents, they proudly support individuals, entrepreneurs, and businesses of all sizes.
Manage calls professionally for a diverse range of businesses and professionals.
Accurately take and promptly deliver messages with a touch of flair.
Book appointments using user-friendly software like Calendly, making scheduling a breeze.
Veta Virtual is an innovative start-up revolutionizing the customer experience industry. They provide top-tier, customized phone call management solutions to businesses of all sizes, ensuring seamless and efficient communication and foster a culture of continuous learning and growth.
Conduct first-level technical reviews of tax returns and supporting documents, ensuring completeness and accuracy.
Consult with clients via email or phone, as needed, being responsive to their communications.
Prepare complex tax returns involving 1031 transactions or Form 3115.
They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team has a passion for real estate and is on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive.
Provide professional customer service in Spanish, French, and English
File, organize, and maintain documents and records
We are seeking a highly organized and detail-oriented Trilingual Executive Assistant fluent in Spanish, French, and English to provide comprehensive executive and administrative support. The ideal candidate is proactive, adaptable, and comfortable working in a fast-paced, multilingual environment.
Provide administrative support to the team, including managing calendars and email, and coordinating schedules.
Facilitate travel logistics for Partners and Advisors, booking flights, hotels, and rental cars.
Enhance client experience through bulk email communications and organizing meetings.
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. They provide a full spectrum of financial advisory services and are centered on building relationships and providing exceptional service to clients around the globe.
Respond to inquiries from users via phone and Secure Message.
Liaise with claims team to resolve claims related issues.
Identify and troubleshoot technical difficulties; log issues in ticketing system.
WCG partners with governments and local agencies across Canada to create sustainable employment opportunities for people, businesses and communities. They understand that work gives hope, strengthens relationships and drives economic growth. The company has a diverse and inclusive workplace with a track record of high employee engagement and teamwork.
Oversee and refine existing bookkeeping practices.
Prepare comprehensive management reports and financial summaries.
Ensure compliance with US and global tax regulations.
We are a diversified and growing company operating in the United States, Europe, the Middle East, and Africa. While we are a fairly new organization, we have a highly experienced team and operate with a global footprint across multiple sectors.
Coordinate complex executive calendars and resolve scheduling conflicts.
Identify opportunities to support leadership and anticipate needs.
Conduct online research and compile findings into reports.
Winona is a leading telemedicine company providing HRT for women in menopause. They have built their technology in-house, including an EHR, patient care admin system and patient portal and have two compounding pharmacies and a team of in house physicians.