Client Services & Operations Manager

Job Description

Job Description

Busy CPA and tax firm looking for a highly organized and proactive person to manage client communication, workflow coordination, onboarding, billing follow-up, and day-to-day office operations.

This is NOT a front desk/receptionist position. We are looking for someone who can help manage projects, keep clients on track, organize workflows, and support the overall operations of the firm.

Responsibilities:

• Follow up with clients for missing documents and deadlines
• Manage client communication by phone and email
• Coordinate workflow and project status
• Onboard new clients and assist with portal setup
• Prepare invoices and follow up on payments
• Help maintain organized systems and processes
• Support management with daily operations

Requirements:

• Strong communication and organizational skills
• Ability to multitask and manage deadlines
• Professional and detail-oriented
• Comfortable working in a fast-paced environment
• Experience in an accounting, tax, or professional office is a plus
• Spanish and English required

Compensation:

Based on experience.

Please send resume and a short introduction about yourself.

Company Description

For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity.

Based in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure.

Because we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant.

Company Description

For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity.\r\n\r\nBased in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure.\r\n\r\nBecause we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant.