Client Concierge Job at RubyCo. Concierge Tax + Accounting, Tucson, AZ

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  • RubyCo. Concierge Tax + Accounting
  • Tucson, AZ

Job Description

Job Description

Job Description

RubyCo. Concierge Tax + Accounting is a locally owned CPA firm established in 2009. We are seeking a Client Concierge to join our growing team and expand our Concierge program.


Job duties include :

  • Convert existing clients to Concierge program
  • Develop and analyze reporting for multiple business operations and budgets
  • Act as a liaison between client and accountants, tax preparers and administration
  • Create new processes to improve communication and reporting
  • Meet with clients to review tax returns, financial statements, tax projections and other financial information
  • Develop and maintain client relationships
  • Identify new clients

​Qualifications:

  • Previous experience in accounting or other related fields
  • Experience with current computer accounting programs and reporting tools
  • Strong customer service background
  • Detail and deadline-oriented
  • Strong analytical and problem solving skills

Benefits:

PTO, 401K Matching program, Health/Dental/Vision insurance, and professional development. We have a culture that embraces challenge and provides support to do so. We want to help our employees grow, both professionally and personally.

Job Type: Full-time

Pay: $28.00 - $32.00 per hour based on experience

Company Description

We are a locally owned CPA firm with over 20 years experience serving the community with tax preparation, accounting and business advisory services. Our shared entrepreneurial spirit drives us to see and do things differently, supporting our clients in their personal and professional lives.

Company Description

We are a locally owned CPA firm with over 20 years experience serving the community with tax preparation, accounting and business advisory services. Our shared entrepreneurial spirit drives us to see and do things differently, supporting our clients in their personal and professional lives.

Job Tags

Hourly pay, Full time,

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