Tax Accounting, Client Services Manager
CurrentEstablish and execute operations for client services, emphasizing key initiatives such as client acquisition, retention, account management, and client engagement pathways. This includes B2B and B2B2C FinOps technical and non-technical workflow integration consulting services.• Lead Generation Management • New Client Elicitation & Facilitation• PipelineTracking, Win/Loss• Client Onboarding and Account Management Services• Compliant Document Sourcing Workflows, Tracking, Preparation Services• Post Submission and Extension Filing Services • Backlog Management, Project PipelinesCommercial Business Tax and Accounting Account Management Services, including Quickbooks Accounting and Financial Reporting Services. • Product & Program Services Onboarding• Subscription Services Planning• Business Requirements Planning• Needs List Assessments • Account Setup Requirements • Monthly/Quarterly/EOY Reporting• Bank Feed Management• Account Reconciliation Reporting