Client Service Associate

L&H CPAs · Advisors; Dallas (TX); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid holidays and vacation/sick leave

Retirement benefits

Job summary

L&H CPAs and Advisors is seeking a Client Service Associate to join our team in Dallas. You will greet clients and staff, perform data entry, and help process tax organizers, forms, and client communications. This is a full-time role with a comprehensive benefits package.

The position requires strong organization, confidentiality, and excellent communication skills. Candidates should be comfortable multitasking in a busy office and able to adapt to new software and processes.

Qualifications

• Administrative support experience, accounting experience a plus.
• Proficient in Word, Excel, Outlook.
• Able to learn new software and processes quickly.
• Strong attention to detail and accuracy.

Responsibilities

• Greet clients, staff and visitors professionally.
• Data entry in various software programs.
• Process tax organizers & forms, tax returns, and client communications.
• Create and maintain client files.
• Manage and order office supplies.
• Answer, screen, and disburse incoming calls.
• Handle mail and prepare packages for delivery.
• Perform other general office duties as needed.

Skills

Multitasking

Customer service

Discretion

Organization

Verbal and written communication

Adaptability

Dependability

Tools

Microsoft Office Suite

Job description

About The Opportunity

L&H CPAs and Advisors is seeking a Client Service Associate to join our team. We provide public accounting, tax and advisory services to individuals and private businesses in diverse industries. This position requires a confident, organized person who is professional and personable. We offer a competitive salary and comprehensive benefits package.

Position Type/Expected Hours of Work

This is a full-time position that seasonally requires long hours and some weekend work.

Responsibilities & Duties

Responsibilities Include, But Are Not Limited To:

• Warmly and professionally greet clients, staff, and visitors


• Data entry in various software programs


• Process tax organizers & forms, tax returns, financial statements, and other client communications


• Create and maintain client files


• Manage and order supplies


• Answer, screen, and disburse incoming calls


• Handle incoming and outgoing mail, prepare packages for delivery


• Other general office duties as needed

Skills & Qualifications

Qualified candidates possess the following skills & attributes:

• Able to work in an environment with many interruptions and multitask with composure


• Focus on customer service, able to provide support to the entire staff


• Always uses discretion when handling confidential information


• Highly organized and efficient with strong attention to detail and high accuracy rate


• Excellent communication skills, both verbal and written


• Able to adapt to new software and technologies


• Dependable and takes ownership of responsibilities

Requirements

Background Job Requirements for the Client Service Associate include:

• Prior administrative support experience (experience working in accounting a plus)


• Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook)


• Able to quickly learn and utilize various computer programs and processes

Benefits

• Medical, Dental, Vision


• Paid holidays and vacation/sick leave


• Retirement benefits


• Compensation for the Client Service Associate will be commensurate with experience