Business Services Coordinator - ref. h63507903

We are offering a short term contract employment opportunity for a Business Services Coordinator. The role is primarily based in Seattle, Washington, and involves handling a large volume of administrative tasks in a fast-paced environment. The coordinator will be responsible for managing client data, processing tax files, and serving as a point of contact for internal clients.

Responsibilities:

• Look up client numbers and locations, open tax files, and manage forms from DocuSign.
• Download documents and ensure file names are named appropriately.
• Assist with administrative tasks relating to tax and assurance processes and support queues, including e-filing and confirmations.
• Serve as a point of contact for internal clients regarding general administrative processes, including quality control items, new client set up, and record management.
• Perform client engagement management activities as needed, such as binder maintenance, new client acceptance, confirmations, electronic filing, invoice look-up, and other core business support functions.
• Seek opportunities to collaborate on administrative functions within the team.
• Draft, edit, and proofread business correspondence.
• Assist with the coordination of internal and external clients including screening phone calls, facilitating client communications to the appropriate client service staff, and following up with clients when appropriate.
• Assist with tax return processing and delivery during deadlines.
• Assist with the production of client deliverables. • Proficiency in using Microsoft Excel, Microsoft Word, Microsoft Outlook, and Microsoft SharePoint is required
• Ability to perform data entry tasks with precision
• Demonstrated skills in customer service
• Experience with DocuSign will be considered an advantage
• Ability to organize files and perform scanning tasks
• Excellent typing skills are required
• Proficiency in email correspondence and ability to communicate effectively
• Ability to perform calculations accurately
• Knowledge of '10 Key Skills' is desirable
• Must possess strong organizational skills and attention to detail