J. Cohen CPAs & Advisors · 6 days ago

Chief of Staff

Philadelphia, PA

Full-time

Onsite

Director

4+ years exp

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Responsibilities

Assisting the CEO and Operations team to achieve the highest operational efficiency and success. This includes assigning tasks to staff, managing client and internal communications, managing the schedule of the CEO, and managing the Firm's tax season workload.

Designing the CEO's calendar to maximize overall effectiveness and availability to clients and employees.

Handling selected client work and time-sensitive requests on an as-needed basis.

Ensuring onboarding success for new clients.

Providing a seamless onboarding experience for new employees.

Evaluating current Firm processes, suggesting areas for improvement, and reviewing subsequent efficacy.

Monitoring the productivity of accounting staff and working closely with staff and management to ensure client needs are being met.

Acting as the point person for the status of client notices and various special projects.

Managing firmwide software implementation and other special projects on an as-needed basis.

Qualification

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Public accountingTaxProject managementProblem-solvingTime managementPrioritizationCommunicationRelationship buildingIndependenceEmotional intelligenceSocial intelligenceCollaborationSelf-responsibilityPunctualitySense of humorCPA Designation Preferred