Description
Summary:
The Project Manager prepares and delivers initial information requests for tax clients and kicks off the tax return preparation process by reviewing and organizing client documents.
Highlights:
1. Full-time position working in an office environment
2. Opportunities for continuous learning and career growth
3. Competitive salary based on experience
Kuadra Support provides accessible and reliable accounting solutions for our clients through a nearshore infrastructure that serves multinational companies. We are always focused on creating opportunities and professional growth for our staff.
The Project Manager prepares and delivers the initial information request for tax clients and kicks off the tax return preparation process by reviewing and organizing the client’s documents. This is a full\-time position that requires working in an office environment located in Hermosillo, Sonora.
**Essential Duties and Responsibilities**
* Prepares and delivers the Document Request List to business clients.
* Follows up with business and individual clients on a regular basis until information is received.
* Regularly monitors client document upload platforms and processes new information received in a timely manner.
* Performs Quick Assessment of client’s tax documents.
* Sends individual client documents to SurePrep for processing.
* Logs in the tax return task to Workflow.
* Monitors Workflow reports and stays on top of tax deadlines.
* Meets with assigned Relationship Managers to review Workflow reports on a regular basis.
* Performs other related duties as assigned.
**Knowledge, Skills, and Abilities**
* Fluent in both Spanish and English.
* Excellent verbal and written communication skills.
* Excellent interpersonal and client service skills.
* Excellent organizational skills and attention to detail.
* Excellent time management skills and ability to meet deadlines.
* Ability to learn complex tax software systems.
**Education and Experience**
* Bachelor’s degree in Business Administration or a related field.
* Minimum of 3 years of experience as an Administrative Assistant or Executive Assistant.
* Previous experience in a project management role is a plus.
**What We Offer**
* Competitive salary, based on experience.
* Full\-time, long\-term position.
* Comfortable working environment and a friendly team.
* Opportunities for continuous learning, professional development, and career growth.
Tipo de puesto: Tiempo completo, Por tiempo indeterminado
Sueldo: $20,000\.00 \- $27,000\.00 al mes
Beneficios:
* Seguro de gastos médicos
* Vales de despensa
Pregunta(s) de postulación:
* Expectativa salarial
Idioma:
* Inglés (Obligatorio)
Lugar de trabajo: Empleo presencial