Executive Assistant​ (Bookkeeping and Administrative Operations)

Provide administrative support, including inputting client information into the CRM system, managing email communication, and drafting client documentation. Manage and implement task and project management software like Asana. Handle client communication by answering inbound calls, responding to messages, and addressing client inquiries regarding tax preparation services. You will also contribute to social media management using pre-designed templates and engage with the audience. Responsibilities include completing online training courses for project management software and organizing internal operations to create streamlined workflows.