Customer Service Representative –

Abacus CPAs, LLC

Office in: Springfield, MO

This is not a remote position. It is in office.

Position is Full-time at 40 hours/week, M-F, 8 am – 5 pm. Overtime required during tax season.

$17-$19/hour

401K, Dental, Vision and Life

Job Summary:

As a customer service representative at Abacus, you play a crucial role as a frontline ambassador for our organization, responsible for delivering an exceptional level of service in every client interaction. Your primary responsibilities include engaging with clients through phone, in person meetings, and email communication to facilitate client onboarding, foster client retention and provide invaluable support to our accounting team members in their project endeavors.

Required Qualifications and Skills

· Solid customer service skills and strong goal orientation

· Ability to share confidential information with professionalism, consideration, and clarity

· Excellent written and oral communication skills

· Strong telephone skills, including voice quality, enunciation, grammar, and listening

· Proven expertise in addressing customer inquiries, resolving issues, and handling complex situations

· Punctual and reliable work attendance

· The ability to succeed in a fast-paced goal, oriented environment

· Ability to work at a computer station for several hours

· Works well in a team environment

· Attention to detail

· Preferred experience using Microsoft Office applications and proficiency with office and call-center software, e.g., web browsers, Word and Excel

· Must be able to develop working knowledge of in-house software packages.

· Pass a CJIS background check

Essential Functions

• Review customer accounts for changes to contract and selected service levels
• Sharing and clarifying financial information for customers
• Provide professional letters for third parties
• Help current and prospective clients with their information needs
• Employ best practices for handling of inbound email inquiries and in/outbound telephone communication.
• Acquire and maintain company and technical knowledge needed to assure quality response to client inquiries.
• Contribute to team process improvement efforts designed to deliver efficient and client-centric outcomes.
• Learn and keep the information necessary to provide high-quality answers to client questions.
• Support accomplishment of personal and team goals.
• Collaborate with Transportation Tax and Accounting teams to produce quality outcomes for clients.
• Gather information from clients and enter information into database
• Deliver information to clients in a clear, concise manner
• Answer phone and email communication in a positive and professional manner.
• Take ownership of tasks involved to fulfill client’s expectation within our firm’s policies and procedures

The mission and values of our firm set the cultural foundation of the firm. Our values are Integrity, Client Service Orientation, People Focus, Positive Attitude, and Ownership. Our mission is to create long-lasting relationships with our clients and employees by providing services through mutually profitable partnering alliances and by attracting and retaining the best employees who share our commitment to excellence and our dedication to professionalism. Above all, to glorify God in everything we do.

This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

Abacus CPAs, LLC, one of the fastest growing firms in the regional area, is wholly dedicated to helping our clients achieve their financial objectives while also allowing our employees to reach their greatest potential. Our team of Abacus Professionals provide a distinctive level of service in tax, audit, accounting, and business consulting. Our passion for our clients and employees is the driving force behind all our work and the reason we are recognized as an entrepreneurial leader.

Your Abacus Experience: You’ll find that things are a distinctively different here at Abacus CPAs, and we’re proud of it. We center on one key component; people. We foster an environment of growth, trust, and confidence and you’ll see it in daily interactions, hear it regular conversations, and live it as part of our Abacus Culture.

Our Award-Winning Firm: We’re proud to be recognized by local, regional and national organizations for our distinctive culture, great work environment, and our focus on ethics, quality and economic impact.

1. Abacus CPAs listed as a top Midwest Firm on Accounting Today’s Top 100 Firms Regional Leaders List

2. Abacus CPAs honored as a 2021 Better Business Bureau Torch Award Recipient – highlighting ethics and quality

3. Abacus CPAs honored as a finalist for Springfield Business Journal’s 2021 Economic Impact Awards

4. Abacus CPAs honored with one of Biz 417’s 2021 Best Places to Work, #15 and 2022 #14

5. Abacus CPAs honored as one of Accounting Today’s Top 100 Best Firms to Work For – 2020, 2010, 2009

Website: http://www.abacuscpas.com/

Abacus CPAs is an equal opportunity employer. Hiring decisions are administered without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state or local law.