Seasonal Tax And Client Support Specialist

Tailor Your Resume for this Job

Schedule: January - April

Summary: Manage client communications, address inquiries, and administrative management to support the company's tax department. Responsible for the communication with clients during collection of information and delivery of tax returns, and providing support to tax staff.

ESSENTIAL DUTIES:

• Respond to client inquiries and requests promptly, providing accurate information and assistance. Redirect complex inquiries to the appropriate team members as needed.
• Maintains accurate client records and databases, including contact information, service history, and any other relevant data – Salesforce and NetClient CS.
• Client onboarding in UltraTax, Salesforce & NetClient CS for new tax year
• Document scan and upload into Cybercabinet
• Tax return delivery via SafeSend
• Manages digital and hardcopy files on client tax preparation process
• Point of contact for client inquiries regarding Tax Organizer – how to complete, how to order, status of taxes, etc.
• Schedule and coordinate client meetings and appointments
• Gather and document client feedback, suggestions, and complaints, and communicate them to the relevant teams for improvement.
• Provide support to clients with service-related issues, troubleshoot problems, and liaise with other departments to resolve client concerns.
• Assists Tax Department managers & President with administrative tasks as needed
• Handle incoming and outgoing mail, including sorting, distribution, and processing of packages and deliveries.

Skills

• Excellent interpersonal skills
• Clear, easy to understand oral and written communication ability
• Ability to work with a variety of communication & working styles
• Technical aptitude
• Ability to troubleshoot client issues
• High attention to detail
• Highly organized
• Self-motivated
• Ability to work independently
• Excellent time management

Background/Knowledge

• High school diploma or GED
• Familiarity with accounting and tax preparation services, language & terminology
• Familiarity with Microsoft Office
• Familiarity with Salesforce
• Familiarity with UltraTax
• Familiarity with NetClient CS
• Familiarity SafeSend Returns
• Familiarity with Tax Organizer

Job Type: Part-time

Pay: $20.00 - $22.00 per hour

Work Location: In person