Customer Service / Project Management

We are an accounting firm based in Dallas, TX. We are looking for someone to help manage the projects. The job involves keeping track of each client and project and maintaining a "to-do" list for each client, along with deadlines. As our client base is growing, we implemented practice management software. But, we need someone to "mind" it.

You'll attend all the internal tea ---------- etings and potentially some client meetings, take notes (zoom calls), translate them to tasks, and assign and ensure they are hit.

Core Responsibilities

* Help Manage projects
* Work with remote and local accountants as well as remote and local clients to gather data.
* Ensure the projects are complete on time
* Invoicing and followup
* You'll make sure things don't slip through the cracks

Qualifications/Skills

* Excellent written and spoken English
* Great Attitude
* Customer Service-minded
* High Energy, willing to learn new things
* Ability to work under pressure
* Knowledge of Quick Books is a huge plus - but not necessary