DanRevision Steuerberatungsgesellschaft mbH

Operations

• You are the central point of contact between our clients, the tax teams, and management.
• You guide new clients through onboarding and ensure that all documents are received in full.
• You speak with prospects and existing clients by phone, resolve open questions, and coordinate appointments.
• You keep track of open cases, deadlines, and response times.
• You prepare clear reports and summaries for management (Excel, dashboards).
• You work with modern systems – CRM, ticketing systems, AI-powered workflows.

Operations, Client Coordinator