Client Services - Office Administrator

Job Description

Job Description

Salary : $23-$27 / 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.

About the Position

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.

What youll get to do

• Greet all clients and visitors with attentive, professional service. Serve as the first point of contact for Integrated Tax Services, assisting clients via phone, email, or in person by addressing inquiries and directing them to the appropriate team member.
• Maintain the lobby and reception area to reflect Integrated Tax Services professional standards and create a welcoming environment.
• Communicate with clients regarding general inquiries, tax return status updates, and payments, ensuring timely and accurate responses.
• Schedule client appointments and meetings.
• Distribute client information electronically or in hard copy based on client preferences, maintaining confidentiality and accuracy.
• Collaborate closely with team members to provide an exceptional client experience and support a cohesive, service-oriented environment.
• Manage invoicing, payment processing, and collections, including the preparation and distribution of invoices, statements, and related financial reports.
• Ensure accuracy and integrity of client data across integrated systems; extract and compile reports as needed for analysis and operational support.
• Support team members with various administrative tasks, including :

Scanning and uploading client workpapers to project files

What you'll bring to the team

About Integrated Tax Services

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.

Our Employee Value Proposition

At Integrated Tax Services, we live by our shared values : Practice Curiosity, Stay Humble, Build Connection, Think Big, and Bring Energy. We believe in the power of collaboration and the impact of a positive work environment.

We are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.

Total Rewards : We offer a competitive salary, comprehensive benefits, and performance-based rewards to ensure you feel valued for your contributions.

Team Culture : We foster a collaborative, inclusive culture where each team members unique strengths are celebrated. Together, we tackle challenges, create meaningful work, and share in our successes.

Learning & Development : Your professional growth is important to us. We provide ongoing opportunities for learning and development, whether through workshops, mentorship, or other resources, to support your personal and career goals.

Work Environment : We believe in providing a supportive work environment that fosters strong leadership. Our beautifully designed offices create a welcoming and inspiring space, equipped with the resources you need to succeed. We emphasize work-life harmony to help you thrive both professionally and personally.

Perks

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! Our team member benefits package includes :

If youre ready to be part of a dedicated team that values growth and client excellence, apply today!

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.