Tax Accounting, Client Services Manager
Current- Establish 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.
- Lead Generation Management
- New Client Elicitation & Facilitation
- PipelineTracking, Win/Loss
- Client Onboarding and Account Management Services
- Compliant Document Sourcing Workflows, Tracking, Preparation Services