What are the responsibilities and job description for the Client Services Specialist position at Tracey & Tracey CPAs?
Client Relations Specialist – Accounting Office
Tracey & Tracey CPAs is seeking a client relations specialist to assist firm accountants. This role involves handling a variety of tasks related to reception duties, customer service, and administrative support. We are looking for a candidate who is organized, detail-oriented, and capable of efficiently managing multiple tasks.
Responsibilities include but are not limited to:
- Serving as a liaison between the client and the firm, answering questions, and addressing routine concerns
- Answering phones and taking detailed messages
- Maintaining accurate records regarding client communication
- Receiving and appropriately handling sensitive personal information from clients
- Assisting clients with onboarding, including document collection and initial account setup
- Communicating with clients both by phone and through email
- Collecting client feedback to improve services
- Providing status updates about ongoing projects, such as tax filings or bookkeeping
- Scheduling meetings between clients and accountants or other specialists as needed
- Communicating the results of tax returns to clients
- Preparation of tax packets to be sent/ provided to clients
Requirements for this position:
- Strong interpersonal and customer service knowledge
- Organized, detail-oriented, and efficient in office tasks, including but not limited to client interactions and communication, scheduling, and record-keeping
- Flexibility and adaptability to client and firm needs
- Ability to work under pressure and maintain professionalism while doing so
- Ability to communicate information to clients in clear, friendly, and knowledgeable terms
- Technological proficiency and comfort navigating digital tools and platforms, including but not limited to Microsoft Office and Google Applications
Job details
Compensation determined by part- or full-time employment
Benefits
Determined by part- or full-time employment
Job Types: Full-time, Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 25 – 40 per week
Benefits:
- Employee discount
- Flexible schedule
- Happy hour
- Health insurance
- Paid time off
- Paid training
- Professional development assistance
- Referral program
- Retirement plan
- Work from home
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Required)
Work Location: In person
Salary : $20 - $25