Client Services – Technical Lead

We’re hiring for a Client Services team member who will act as a technical lead providing a broad level of technical and administrative support to our team of number translators.

Essential functions of the role include:

  • Welcoming clients and visitors with attentive service. While representing the ITS brand, assist clients via phone or in person to answer questions or route to the appropriate team member.
  • Assist with new client account setup.
  • Create client appointments and meetings as necessary.
  • Provide technical support for the preparation of tax returns, monthly bookkeeping, and other accounting projects including:
    • Scanning of client workpapers to project files.
    • Log projects into the project tracking software
    • Lead efforts to e-file all appropriate tax returns.
    • Downloading ShareFile documents and reviewing information received.
    • Assemble tax returns, monthly bookkeeping, B&O reports, IRS Notices, and other non-tax work year-round.
    • Notify clients and distribute information electronically or in hard copy, per client preference.
    • Work to create, assemble, and distribute annual Tax Packets in preparation for tax season.
  • Assist with training of CST members on processes, tools and methodology.
  • Preparing certified and outgoing mail.
  • Participating in departmental meetings.

What You’ll Bring to Us

  • An optimistic attitude to learn and practice our firm’s core values:
    • Practice Curiosity
    • Stay Humble
    • Build Connection
    • Bring Energy
    • Think Big
  • A Bachelor’s degree, or equivalent in experience, and at least 2+ years working in the tax industry.
  • Excellent communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
  • Strong organizational and time management skills with the ability to prioritize work.
  • Effective problem-solving skills.
  • Ability to make decisions independently.
  • Detail-oriented with the ability to work with a high level of accuracy.
  • Strong knowledge of Microsoft Office.

Sound like you? To apply, please click here.