We’re looking for a Client Services team member to handle administrative duties for our team and ensure all clients receive a positive client experience.
At Integrated Tax Services, we’re more than just tax preparation professionals and accountants. We’re number translators. Numbers are an integral part of everyone’s life story and woven into all facets of life. And, for many, it’s confusing and daunting. We untangle the complicated and build relationships with our clients to help them understand what the numbers mean and how it affects their life story.
We are accomplished and ambitious individuals. But none of us is as smart as we are as a team. Our confidence in each other fuels our work. So, we make an effort to build trust every day. We’re kind and generous with each other, our clients and the world around us. We keep our commitments and celebrate triumphs.
As a Client Service professional, you’re responsible for welcoming clients and visitors and act as point person for clients who have questions or need information.
What You’ll Get to Do:
- Welcome all clients and visitors with attentive service, cheerful attitude and helpful demeanor to get their questions answered or routed to the most appropriate team member.
- Keep our lobby and reception area professional and neat.
- Manage phone services, including responding to voice mails, management of greetings within our phone system and call routing.
- Assist with client correspondence related to general questions, processes and return status.
- 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.
- Work with entire team to ensure a stellar client experience.
What You’ll Bring to us:
- Cheerful and upbeat attitude.
- Two to four years related experience or training in a business environment.
- Excellent spoken and written communication skills.
- Live our Core Values: Practice Curiosity, Stay Humble, Build Connection, Think Big, Bring Energy.
- Keen attention to detail.
- Computer proficient in Microsoft Word and Excel.
- Understanding of financial and tax terminology.
- Bonus if you have understanding of regulatory and privacy requirements for tax and accounting firms!
We offer a generous salary and benefits package, including paid time off, employer-paid medical and dental insurance, 401(k) offering and more.
Sound like you? Please express your interest by sending us a cover letter and your resume to connect@its-taxes.com