We are seeking a detail-oriented and customer-focused Client Intake Specialist to join our team. In this role, you will be the first point of contact for potential clients interested in our tax return preparation services, all-in-one accounting services, and tax consultations. You will guide clients through the process, collect necessary information, and provide them with a clear understanding of how we work. Additionally, you will be responsible for conducting Zoom calls with clients, sending quotes, and ensuring a smooth transition into the appropriate service package.
Requirements
Benefits
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