Full time client Service Coordinator needed for a CPA/tax firm. This position is for a self-motivated individual who can bridge communications with clients and professional staff. Main focus of the position is to obtain tax information from clients for CPA's to prepare returns via phone, email, and in person. Must provide services in a timely and accurate manner to clients regarding tax and financial information. Answer their calls, address questions and concerns in a timely manner. Develop process improvements to improve response time and service quality. Set service goals to meet or exceed client expectations. Identify perspective clients through networks and referrals. Must have a cheerful, smiling, never-let-them-see-you-sweat attitude, attention to detail, accuracy, comfortable multi-tasking, highly-organized, excellent phone and email writing skills, excellent listening skills. Must be able to think through alternatives and provide solutions to client needs, solve problems, satisfy client's needs for perfect service. Analyze and resolve problems/issues promptly. Also will be processing tax return to the e-file portal, and assembling them for clients. Assist with other projects in the office as they arise. Confidentiality a must with clients private information. Must have previous customer service experience and a clear speaking voice. Tax experience a big plus. HS grad. Prefer some college. Position to be filled after Labor Day. Provide resume, cover letter, salary requirements, and 2- 3 professional references. Must be willing to undergo a background check. Principals only, no recruiters.
