Client Service Associate

About the role

L&H CPAs and Advisors is seeking a Client Service Associate to join our team. We provide public accounting, tax and advisory services to individuals and private businesses in diverse industries. This position requires a confident, organized person who is professional and personable.

Responsibilities

• Warmly and professionally greet clients, staff, and visitors
• Data entry in various software programs
• Process tax organizers & forms, tax returns, financial statements, and other client communications
• Create and maintain client files
• Manage and order supplies
• Answer, screen, and disburse incoming calls
• Handle incoming and outgoing mail, prepare packages for delivery
• Other general office duties as needed

Requirements

• Prior administrative support experience (experience working in accounting a plus)
• Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Able to quickly learn and utilize various computer programs and processes

Skills

• Able to work in an environment with many interruptions and multitask with composure
• Focus on customer service, able to provide support to the entire staff
• Always uses discretion when handling confidential information
• Highly organized and efficient with strong attention to detail and high accuracy rate
• Excellent communication skills, both verbal and written
• Able to adapt to new software and technologies
• Dependable and takes ownership of responsibilities

Benefits

• Medical, Dental, Vision
• Paid holidays and vacation/sick leave
• Retirement benefits

Schedule

This is a full-time position that seasonally requires long hours and some weekend work.