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Client Service Administrator

Taylor & Associates CPAs LLC
Ripon, WI Full Time
POSTED ON 12/8/2024 CLOSED ON 2/2/2025

What are the responsibilities and job description for the Client Service Administrator position at Taylor & Associates CPAs LLC?

Taylor & Associates CPAs LLC is an accounting firm with offices in Ripon and Markesan. We provide services such as accounting, taxes, bookkeeping, payroll, and succession planning to all area communities.

We are seeking a Client Service Administrator to join our team in Ripon! The ideal candidate will have a warm, engaging, and professional demeanor, well organized, strong initiator, and able to manage and prioritize multiple tasks simultaneously.

Responsibilities:

- Perform general office tasks such as answering phones, greeting and supporting clients, billing/invoicing, maintaining office supplies and organization, data entry, assembly and filing.

Requirements/Skills:

- Prior experience in a similar position

- Ability to maintain strict confidentiality and discretion

- Experience in Microsoft Office (Outlook, Word, and Excel)

- Familiarity with QuickBooks Desktop and/or QuickBooks Online a plus

- Excellent communication skills (oral and written) for interacting with clients and staff

- Excellent organizational skills, including the ability to manage large amounts of data

- Ability to prioritize multiple work tasks and focus on deadlines

- Capable of working in a fast paced environment during peak season (January - April)

Schedule:

January 1st - April 30th: Monday - Friday 8:00 am - 5:00 pm, plus overtime and some Saturdays

May 1st - December 31st: Monday - Thursday 8:00 am - 5:00 pm and Friday 8:00 am - noon

Benefits/Perks:

- Paid vacation, holidays, and personal/sick days

- 401(K), plus matching (after one year of employment)

- Life Insurance

- Long Term and Short Term Disability

Job Type: Full-time

Pay: From $19.00 per hour

Work Location: In person

Salary : $19

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