What are the responsibilities and job description for the Client Service Associate position at KREPPEL TAX ADVISORY GROUP, INC.?
Position Overview
The Client Service Associate will be the first point of contact for clients—answering phone calls, scheduling appointments, and handling inquiries. This role also supervises our new client portal, ensuring that documents uploaded by CPAs (including completed tax returns) are properly filed into client folders for secure access. Beyond client service, the role includes creating tax analysis through our tax planning service and monitoring workflow management to ensure returns move efficiently through each step until completion.
Key Responsibilities
- Answer and direct client phone calls with professionalism and courtesy
- Schedule and confirm client appointments
- Assist clients with questions about services and portal access
- Supervise the client portal daily, ensuring returns uploaded by CPAs are correctly placed into each client’s folder
- Guide clients through portal use and troubleshoot access issues
- Create tax analysis through tax planning service to support CPAs and financial advisors
- Monitor workflow management of tax returns, ensuring files move through each step until completion
- Collaborate with CPAs and admin staff to maintain accurate and organized client records
- Contribute to smooth daily operations, especially during tax season
Qualifications
- Prior customer service or administrative experience required (tax, accounting, or financial services experience is a strong plus)
- Strong organizational skills with attention to detail
- Ability to track and manage workflow across multiple projects
- Proficiency in Microsoft Office (Word, Excel, Outlook) and willingness to learn tax software/portal systems
- Excellent communication and problem-solving skills
- Comfortable working with confidential financial information
- Ability to multitask and manage priorities in a deadline-driven environment
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $18 - $22
