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Client Service Specialist & CPA Assistant

Freidag Associates CPAs
Freeport, IL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Client Service Specialist & CPA Assistant

Freidag Associates CPAs Freeport, IL, USA

Compensation

$32,500 to $55,000 Annually 

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type

Full-Time, or 80% time or other flex possibilites

Why Work Here?

“You will like your career here because of our team, our clients, your flexibility in working with clients, and your resulting satisfaction.”

JOB DESCRIPTION and INFORMATION

This position is very important to us and our clients.  You will have client interaction in many ways and be responsible for monitoring due dates, client engagement statuses, and other matters important to the clients.

  • Maintain, monitor, assist with our product delivery systems which are Outlook eMail, Client Portals, Encrypted transfers, Government filings, Phone system, Contract delivery services.
  • Prepare finished products for delivery via one of the above to clients and third-parties.
  • Deliver the products in a manner that clients experience superior customer service, and follow up as appropriate.
  • Handle or triage customer inquiries and concerns. 
  • Create and maintain letter and forms templates used by CPAs and administration and maintain the template database.  Work with CPAs preparing and issuing letters and forms to clients for client engagements.
  • Maintain client databases of recurring jobs tickler and engagements in process.  Monitor the databases and provide reports to the CPAs.
  • Assist as needed with administrative tasks and reception (eMails and phone calls to the general Inbox or phone number, front desk, etc.).
  • Monitor staff and other calendars 
  • Maintain the organization of client paper and electronic files.
  • Be an ambassador of the firm, internally and externally, e.g., administration, recruitment, marketing, community involvement.

QUALIFICATIONS and EXPERIENCE

  • Previous experience in a customer service position using customer or other databases.
  • Prefer an Associate’s Degree or Certificate, such as Business or Legal Secretary
  • Knowledgeable and experienced user of Microsoft Office products Word, Outlook, Excel, and Acrobat.
  • Ability to build rapport with clients and other third parties.
  • Strong attention to detail & accuracy and to scoping & planning of work.
  • Oral and written communication skills to support good client relationships and satisfaction.

About Freidag Associates CPAs:

- We are 12 professionals that will continue to grow. We have low staff turnover.
- There are near-term opportunities due to growth and several senior level retirements over the next three years.
- Our clients consider us team members. We have low client turnover.
- We provide Tax Preparation and Planning, Back Office Accounting, Payroll and Benefits, and Advice & Consulting to Businesses and Individuals.
- Our clients are in a variety of industries. We concentrate in Professional Practices, Hospitality and Real Estate, Job Shops, and Exempt Organizations.
- Our typical clients range in size from $500k to $10M in sales and from a few to 150 employees.
- Being a smaller firm, we are able to give our clients more personal attention and better results.
- Our approach is to be inquisitive, curious, creative, and ask "what if".
- We maintain extensive resources and library. We are a member of Rootworks.

COMPENSATION, BENEFITS, and PERKS:
- Competitive compensation commensurate with results.
- Potential for upward mobility and growth in your areas of interest.
- Health package you design: Medical, Disability, Vision, Dental, Retirement
- 3% Retirement Plan match
- Up to Six weeks PTO.
- Education reimbursement and CPE
- Community involvement reimbursements.
- Flexible work hours and days (as long as the clients are happy).

 

 

Company Description
- The Firm has 12 professionals and plans to continue to grow. We have low staff turnover.
- There are near-term opportunities due to growth and several senior level retirements over the next three years.
- Our clients consider us team members. We have low client turnover.
- We provide Tax Preparation and Planning, Back Office Accounting, Payroll and Benefits, and Advice & Consulting to Businesses and Individuals.
- Our clients are in a variety of industries. We concentrate in Professional Practices, Hospitality and Real Estate, Job Shops, and Exempt Organizations.
- The typical clients range in size from $500k to $20M in sales and from a few to 150 employees.
- Being a smaller firm, we are able to give our clients more personal attention and better results.
- Our approach is to be inquisitive, curious, creative, and ask "what if".
- We maintain extensive resources and library. We are a member of Rootworks.

COMPENSATION, BENEFITS, and PERKS:
- Competitive compensation commensurate with results.
- Potential for upward mobility and growth in your areas of interest.
- Health package you design: Medical, Disability, Vision, Dental, Retirement
- 3% Retirement Plan match
- Up to Six weeks PTO.
- Education reimbursement and CPE
- Community involvement reimbursements.
- Flexible work hours and days (as long as the clients are happy).

Freidag Associates CPAs

Why Work Here?
You will like your career here because of our team, our clients, your flexibility in working with clients, and your resulting satisfaction.

- The Firm has 12 professionals and plans to continue to grow. We have low staff turnover. - There are near-term opportunities due to growth and several senior level retirements over the next three years. - Our clients consider us team members. We have low client turnover. - We provide Tax Preparation and Planning, Back Office Accounting, Payroll and Benefits, and Advice & Consulting to Businesses and Individuals. - Our clients are in a variety of industries. We concentrate in Professional Practices, Hospitality and Real Estate, Job Shops, and Exempt Organizations. - The typical clients range in size from $500k to $20M in sales and from a few to 150 employees. - Being a smaller firm, we are able to give our clients more personal attention and better results. - Our approach is to be inquisitive, curious, creative, and ask "what if". - We maintain extensive resources and library. We are a member of Rootworks. COMPENSATION, BENEFITS, and PERKS: - Competitive compensation commensurate with results. - Potential for upward mobility and growth in your areas of interest. - Health package you design: Medical, Disability, Vision, Dental, Retirement - 3% Retirement Plan match - Up to Six weeks PTO. - Education reimbursement and CPE - Community involvement reimbursements. - Flexible work hours and days (as long as the clients are happy).

Address

50 W Douglas St

Freeport, IL
USA

Industry

Business

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