Client Services Assistant - Bay Seasonal

BLUMARK TAX ADVISORS is looking for a seasonal Client Experience Assistant to assist our team in our Bay City location. You will be responsible for the administrative functions of the Client Experience department for the Blumark Tax team. You will have daily contact with clients and team members requiring a strong customer service background coupled with organizational skills. Hourly rate will be based on actual experience.

• Greet and assist clients.
• Prepare and hand off returns to clients during tax season.
• Scan documents as needed.
• Answer BTA mainline phones.
• Assist with BTA Email to Case.
• Process mail and checks.
• Maintain the office and fulfill operational needs as necessary.

• High School diploma or GED required.
• Minimum 1 year of administrative experience
• Exceptional communication skills, both written and verbal.
• Working knowledge of Salesforce or other CRM is preferred.
• Customer Service background is helpful.
• Demonstrable skills working with all of MS Office Suite.
• Strong organizational skills with the ability to work successfully against a deadline.