What are the responsibilities and job description for the Client Relations Specialist position at Groce Law Firm Ltd?
1) DESCRIPTION: Boutique tax law firm, focusing on small business owners needs a strong communicator to work with clients in person, by phone, and electronic means to intake new clients, schedule meeting, receive and send documents, and work with a dynamic team to serve a broad base of business owners, tax filers, and estate planning clients.
a) Answer calls, schedule appointments, communicate with clients;
b) Assist preparing various legal documents, filing, scanning, and organizing;
c) Send invoices, receive payments, and follow-up with clients in QBO;
d) Access data inside tax software and communicate with client;
e) Send and receive confidential information via multiple digital platforms;
f) Work with a team of professionals in a fast-paced environment;
g) Applicant must have excellent communication skills and interact with clients in a courteous and professional way; and
h) Applicant should have good computer skills, a willingness to learn, and a teachable spirit.
2) COMPUTER SKILLS:
a) Microsoft office (Word, Excel and Powerpoint)
b) Outlook
c) WordPerfect
d) Google Drive, DropBox, and other cloud storage
e) Quickbooks Online (QBO)
f) Ultratax
3) EDUCATION: Associates degree or better. Desire to continue growing.
4) PART-TIME: 25 – 40 hours per week.
5) RESPONSIBILITY: The applicant would serve with the legal and tax professionals to meet the clients’ needs in a timely and responsive fashion.
6) WORK ENVIRONMENT:
a) Professional, personable, and family oriented workplace.
b) Business attire generally smart casual.
c) 100% in office. Remote work not available.
7) COMPENSATION: Depends on Experience (DOE)
a) $15 - $20 per hour
b) Some bonus items
Job Types: Full-time, Part-time
Pay: $15.00 - $20.00 per hour
Expected hours: 25 – 40 per week
Shift:
- 8 hour shift
Experience:
- Quickbooks: 1 year (Required)
- Microsoft Excel: 1 year (Required)
Ability to Relocate:
- Hurst, TX 76053: Relocate before starting work (Required)
Work Location: In person
Salary : $15 - $20