Client Services

We’re looking for a Client Services team member at Integrated Tax Services.

Essential Duties:

  • Welcome clients and visitors as first impression of the ITS brand.
  • Assist clients via phone or in-person to get their questions answered or routed to the most appropriate team member.
  • Interact with various non-client visitors discerning their needs to either assist or route to the most appropriate team member.
  • Receive, sort, and route incoming mail. Process outgoing mail and take to post box daily.
  • Maintain phone services including responding to voice mail, manage greetings within the voicemail accounts, incoming calls, call routing, and follow-up as needed.
  • Send correspondence to new and existing clients confirming appointments and/or responding to initial inquiry about services,
  • Generate client correspondence related to general questions, processes and return
  • Perform clerical duties including filing, scanning, photocopying, and light correspondence as appropriate.
  • Provide technical support for the preparation of tax returns including:
    • Scanning of client workpapers to project files.
    • Downloading ShareFile documents and reviewing information received to ensure we have applicable documents for each project.
    • Assembling tax returns, monthly bookkeeping, B&O reports, IRS Notices, and other non-tax work year-round.
    • Notifying clients and distributing information electronically or in hard copy, per their preference.
  • Create, assemble, and distribute our annual Tax Packets in preparation for tax season.
  • Work with fellow team members to ensure a stellar client experience.

EDUCATION and/or EXPERIENCE

Minimum two years related experience and/or training in a business environment; or equivalent combination of education and experience.

ADDITIONAL SKILLS & ABILITIES

  • Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
  • Computer proficient in Microsoft Word and Excel. Experience with Thomson Reuters tax software is preferred.
  • Understanding of financial and tax terminology preferred.
  • Understanding of regulatory and privacy requirements for tax and accounting firms preferred.

We offer a generous salary and benefits package, including paid time off, employer-paid medical insurance, 401(k) match and more.

Sound like you? To apply, please click here.