Client Service Specialist
Job in
Willoughby, Lake County, Ohio, 44094, USA
Listed on 2026-06-02
Listing for:
Somich and Associates CPAs
Full Time, Part Time
position Listed on 2026-06-02
Job specializations:
-
Accounting
-
Administrative/Clerical
Job Description & How to Apply Below
Perfect candidate has great customer service skills and an ability to process information while focusing on details. We will provide training to help ensure success. Our firm is a well-established, fast-growing company that is focused on providing great service to our clients while creating a manageable, hard-working but fun team environment in the office. Training will be provided by experienced CPA's.
We are anxious to train you to be a long-term member of our company!
Prior experience with an accounting or professional firm is desirable, but not required.
Job Responsibilities
- Answer phone, administer mail, filing
- Greet clients when entering our office
- Assembling of financial statements, income tax returns, and other reports for our clients
- Schedule staff appointments with clients
- Data entry and assist with bookkeeping functions
- Manage client workflow software
- Run and oversee payroll services for clients with the assist of manages.
- Maintain office needs and functionality
- Proficiency in the use of computers and computer accounting software programs
- Good oral and written communication skills
- Good time management and organizational skills.
- A people person with a positive attitude
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