Client Services Manager/ Office Manager, Irving

Job Description

Job Description

here’s an IMMEDIATE opening for a Client Services/Office Manager position at our rapidly growing Tax Planning Firm. This position primarily requires communicating with existing clients, as well as, potential clients and office administrative duties, such as: creating reports, preparing&filing clients’ documents, calendar management, CRM (data-base) management, etc. The ideal candidate will be a motivated professional, self-starter, highly organized and will preferably have work experience at either a Tax Office or at a Law Office, with communication skills and computer skills Required!

The candidate will be responsible for: Schedule appointments and maintain calendars Schedule and coordinate clients, staff and other meetings– Zoom, Teleconference, etc. Prepare communications, such as memos, emails, invoices, reports and other correspondence Write and edit documents: letters, reports and instructional documentsCoordinating agreement approvals, tracking documents and general document management, locating&updating contract related information, maintaining&producing status reports for various clients&projects. Maintain cloud-based electronic filing system Create, Send, Receive documents electronically Responsible for document retention practices according to the Firm’s documents retention policy. Manage Leads&Clients on CRM Tools Keep track of the Tasks - for self&the team Assist with the development of processes to maximize efficiency.