What are the responsibilities and job description for the Client Support Specialist – Tax Office position at Tax & Accounting Solutions LLC?
Position Overview:
We are seeking a Client Support Specialist to join our team and provide exceptional service to our clients. This role is critical in ensuring that clients receive the support they need via phone, email, and in person. The ideal candidate is highly communicative, detail-oriented, and tech-savvy, with the ability to assist clients in navigating our tax portal and other software tools.
Key Responsibilities:
- Serve as the first point of contact for clients, addressing inquiries and requests professionally.
- Assist clients with navigating the tax portal and other office technology.
- Respond promptly to emails, phone calls, and in-person visits, ensuring client needs are met.
- Follow up on outstanding client requests and ensure resolution in a timely manner.
- Maintain accurate records of client interactions and update the system accordingly.
- Adhere to established workflow processes and office procedures.
- Collaborate with tax preparers and other team members to support client service efforts.
- Provide general administrative support as needed.
Qualifications & Skills:
- Excellent communication skills (written and verbal).
- Ability to learn and troubleshoot software and technology platforms.
- Strong customer service and problem-solving abilities.
- Detail-oriented with the ability to follow through on tasks.
- Ability to work independently and as part of a team.
- Experience in a tax office or financial setting is a plus but not required.
- Proficiency in Microsoft Office Suite and ability to learn industry-specific software.
Why Join Us?
- A supportive and collaborative work environment.
- Opportunities for professional growth.
- Competitive pay and 401k benefits.
If you have a passion for client service and are eager to learn and grow in a tax office environment, we encourage you to apply!
Job Types: Full-time, Part-time
Pay: $17.00 - $20.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Schedule:
- Monday to Friday
- Weekends as needed
Ability to Relocate:
- Santa Fe, NM 87505: Relocate before starting work (Required)
Work Location: In person
Salary : $17 - $20