Seasonal Client Services Team Member

Job Description

Salary: $19-$22 / hour

Come and make ripples of positive impact with us.

At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.

We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.

We are seeking a seasonal Client Services Team Member to join our team during the most exciting time of the year in the tax and accounting field mid January through end of April. This is an hourly position between 25 and 40 hours / week.

As a Client Services Team Member youll provide fundamental client service and operational skills support, and work collaboratively with all members of the organization to deliver an exceptional client experience.

In this role, youll serve as the first point of contact for clients and visitors, providing a warm and professional experience whether in person, over the phone, or via email. Youll assist clients by answering general questions, addressing concerns related to return statuses and payments, or routing them to the appropriate team member as needed. You'll also be responsible for distributing important information to clients in their preferred format, whether electronically or in print.

In addition to client interaction, youll support the team with a variety of administrative tasks. These include scanning client work papers into project files, downloading and reviewing documents for accuracy, assisting with document management in accordance with ITS procedures, and performing data entry. Your attention to detail and ability to stay organized will help ensure projects run smoothly and efficiently.

• Minimum one year of relevant experience and / or training in a business environment.
• An associate degree or some college coursework preferred.
• Computer experience in Microsoft Office, especially Excel and Word.
• Ability to work independently with minimal supervision.
• Multitasking skills as well as the ability to prioritize work without assistance.
• Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
• Ability to work at a sustained pace while producing quality work.
• Understanding of tax terminology is preferred.

At Integrated Tax Services, were more than just tax preparation professionals and accountants. Were number translators. Numbers are an integral part of everyones life story and woven into all facets of life. And, for many, its confusing and daunting. We untangle the complicated and build relationships with our clients to help them understand what the numbers mean and how it affects their life story.

In addition to a competitive salary based on experience, you can look forward to the camaraderie of tax season with our team. This means cultural perks like complimentary lunches, wellness activities and much more!

Integrated Tax Services is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.