Client Relations Specialist

CLIENT RELATIONS SPECIALIST — Join a Growing CPA & Payroll Firm in Grafton, WI

Are you the person who makes an office actually run? Someone who's organized, upbeat, and genuinely likes helping people? We want to meet you.

WHO WE ARE

Accounting Freedom is a CPA firm serving small business owners across Wisconsin and Illinois — contractors, insurance agents, restaurants, medical practices, family businesses, the people who build their communities. We've grown steadily for over 40 years because we treat our clients like people, not file numbers. We're looking for someone who wants to grow right along with us.

THE ROLE

You'll be the first voice clients hear and the first face they see — which makes you one of the most important people on our team. You'll keep our front office running smoothly, support our team with day-to-day admin work, and help make sure every client interaction reflects who we are: sharp, warm, and genuinely in their corner.

WHAT YOU'LL DO

• Greet visitors and answer/route calls with a warm, professional first impression
• Keep the office organized and running like clockwork
• Assist with tax return processing and light data entry
• Draft correspondence, reports, and general documents
• Support our team with administrative projects
• Help maintain our client portals alongside our software vendors
• Jump in wherever the team needs a hand — no task too small

WHAT WE'RE LOOKING FOR

We hire on fit as much as skill. Here's what matters to us:

• Team First — You show up for your coworkers, not just your to-do list
• Passion for Small Business — You get why what we do matters to the clients we serve
• Own It — You take responsibility, follow through, and don't need to be micromanaged
• Get 1% Better Every Day — You're always looking to sharpen your skills, not just clock in
• We Speak Your Language — You can translate "office jargon" into something a client actually understands

QUALIFICATIONS

• 1 year of office/reception experience
• Strong attention to detail and follow-through
• Comfortable with MS Word, Excel, and Outlook
• A stable work history (we're looking for someone in it for the long run)
• Excellent communication skills and a professional, welcoming demeanor

WHAT YOU'LL GET

• Competitive pay with bonus opportunities
• 401(k) with company match
• Health, dental, vision and life insurance
• Paid time off
• Professional development support
• Referral program
• A real career path — not just a job

Full-time | Monday–Friday | In-person, Grafton, WI

HOW TO APPLY

Submit your resume, then complete your application here: https://www.optimizehire.org/apply-job?i=MTM2Mg==

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Experience:

• Administrative: 1 year (Preferred)

Work Location: In person

Salary : $20