Client Services Manager/ Office Manager

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 documents * Coordinating 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.