Accountant Assistant

Full job description

Client Relations Specialist with Accounting Office Experience

Tracey & Tracey CPAs is seeking a client relations specialist with tax preparation experience to assist firm accountants. This role involves handling a variety of tasks related to reception duties, customer service, and administrative support, as well as aiding with tax document preparation. 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

Assisting firm accountants with tax preparation and completion

Communicating the results of tax returns to clients

Preparation of tax packets to be sent/ provided to clients

Bookkeeping knowledge and experience is a plus

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, Quickbooks, Google Applications, etc.

Knowledge of Onvio is a plus

Job Types: Full-time, Part-time

Pay: $20.00 - $25.00 per hour

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

Work Location: In person