Grand Central location client interested in hiring an experienced office manager. The person should have a minimum of five years' experience as an office manager and their experience MUST include experience in an accounting firm with CCH software
Current person there 15 years
Will stay on but not handle OM duties
Must have CCH (Taskmaster)
Wants help running office not being done by Melissa, current person, since she only devotes 20% of time to office administration
8:45-5 in-office and during tax season perhaps an occasional day on weekend
Give Partners a snapshot of what is happening with arrivals and attendance
Make sure all forms get to clients:
authorizations
Quarterly Reminders
Payments Received, etc.
Put new clients on database
Keep track of work to do
If a client leaves update in system
Be on top of;
Extensions, Estimates, Billing going out, etc
Full benefits with details to follow