What are the responsibilities and job description for the Client Services Team Representative position at Carr, Riggs & Ingram, LLC?
CLIENT SERVICES TEAM REPRESENTATIVE
At ProSport Accountants, a division of Carr, Riggs, and Ingram, we specialize in providing tailored tax and accounting services for professional athletes and entertainers, both within the US and overseas. This is a unique opportunity to join ProSport Accountants, the Tax Pro for the Pros®!
We are actively seeking a Client Services Team Representative to join our dynamic team. The position requires a blend of technical proficiency and leadership qualities to effectively serve our clients. We are looking for a confident and knowledgeable individual who excels in interpersonal communication, establishes priorities with business maturity, fosters team collaboration, provides attention to details, and has a positive attitude.
We offer a competitive salary, great benefits, and a rewarding career, all in a family-office environment. We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.
Essential Functions:
We are actively seeking a Client Services Team Representative to join our dynamic team. The position requires a blend of technical proficiency and leadership qualities to effectively serve our clients. We are looking for a confident and knowledgeable individual who excels in interpersonal communication, establishes priorities with business maturity, fosters team collaboration, provides attention to details, and has a positive attitude.
We offer a competitive salary, great benefits, and a rewarding career, all in a family-office environment. We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.
Essential Functions:
- Requesting, gathering, and reviewing tax information for the preparation of tax returns
- Scanning paper tax information and organizing electronic files
- Maintaining confidentiality of all legal documents and information
- Utilizing and manipulating spreadsheets to track important client information and business processes
- Fostering customer relationships and communicating regularly and professionally with clients via telephone and email regarding tax matters
- Managing assigned projects in a timely, accurate, and efficient manner
- Other duties as requested or needed to maintain the efficient processing of documents and communications within the firm's internal operations
Qualifications:
- 3 years of experience
- Experience in a CPA firm environment preferred, but not required
- Ability to work overtime January through April and during peak seasons
- Well-developed interpersonal skills, ability to get along well with diverse personalities; tactful, mature, and flexible
- Ability to operate independently and self-manage projects
- Ability to perform several tasks concurrently with ease and professionalism
- Sound administrative skills; Well-developed management skills
- Ability to establish credibility and be decisive, but able to recognize and support the partner’s preferences and priorities
- Comfortable performing multifaceted projects in conjunction with normal activities
- Excellent written and verbal communication skills
- Proficient in Microsoft Office (Excel, Teams, Work, Outlook)
Applicants for positions with CRI must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position or future positions.
CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.
We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com.
