Dynamic Administrative Associate with proven expertise at CJBS, LLC in processing tax returns and enhancing client relations. Skilled in QuickBooks and adept at multitasking, I excel in maintaining organized records and delivering exceptional customer service. Committed to fostering teamwork and ensuring efficient office operations.
Uploading documents to portals, processing and transmitting tax returns. Do engagement letters and organizers. Processing clients credit card payments over the phone. Assisting clients with portals, sharesafe and collaboration platforms. Quickbooks online.
Answering phone calls, meeting and greeting clients.general office duties. Processing tax returns, e-filing tax returns, and sending out organizers. Quickbooks desktop.