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Client Services Specialist

  • Expired: 3 days ago. Applications are no longer accepted.

Role and Responsibilities

Assisting with client interviews, marketing, customer relationship management and other administrative tasks. Individual will also be responsible for maintaining the client database.

Daily Tasks

· Answer phones, check messages, change voicemail as needed.

· Package completed returns. (Prepare, print, call clients, send via email/mail, online)

· Enter client and prospect information into Database.

· Scheduling appointments

· Online Invoicing, signatures and follow up as needed.

· Filing

· Work closely with clients and their needs.

· Payroll Processing

· Order supplies as needed.

· Light marketing involved.

Qualifications and Education Requirements

Preferred Skills

· 1-3 years experience working in a tax office or processing payroll, W-2's and 1099's

· Basic knowledge of tax law (how to prepare and explain a basic personal tax return)

· Working knowledge of Microsoft Office.

· Must have experience scheduling appointments.

· Must be timely

· Comfortable with the internet (invoicing, signatures, etc.)

· Effective communicator, both oral and written.

· Desire to interact with people.

· Detail oriented.

· Comfortable with social media.

· Ability to speak Spanish a plus.


Why Work Here?

Not your average tax advisory firm. A laid-back atmosphere. A family-focused firm that concentrates on client relationships


2817 Anthony Lane S, Ste 311, Minneapolis, MN 55418
Minneapolis, MN