Job Description

Job Description

Job Description

We are a boutique Bookkeeping and Tax firm looking for a full-time, in house Client Care Coordinator.

Responsibilities include answering the phone, taking messages, transferring calls, file management, managing emails, ordering office supplies, accepting original tax documents from clients, scanning documents, handle USPS mail and certified registered mail.

Must be proficient in Microsoft Office Suite and able to quickly learn new software in a fast-paced environment.

As a team, it is understood there are other responsibilities not listed here that may be required for the successful achievement of the position and business operations.

Who you are

• Detail oriented and highly organized. You double check everything to make sure it’s right. Nothing falls through the cracks when you’re overseeing it. You can internalize the details and present them accurately to prospective clients.
• Empathetic and well-spoken. You are able to connect with all kinds of people and make them feel safe, supported, and cared for. You explain things clearly and succinctly.
• Mission-driven and ethical. You take our responsibility for client service very seriously and always consider what is best for the client. You treat client data with the utmost care and always prioritize data security.
• Creative and solution-oriented. You are a problem solver who proactively identifies problems and proposes solutions. You take the lead, raising issues and bringing opportunities to your manager instead of waiting for direction on them.

Attributes of a strong candidate include being friendly, outgoing, detail-oriented, organized and able to multi-task.

We are open year-round and located in Hurst, Texas.

We are wanting to fill the position immediately, so please respond ASAP so that we can get your interview scheduled.

We are a boutique tax firm built around family values and personal service. As Enrolled Agents we are “America's Tax Experts” and are the only tax professionals licensed in all 50 states through the Department of the Treasury Internal Revenue Service. As a family business, it is especially important to us that everyone feels welcome and knows we appreciate and value you.
We focus on small business startups, estates and trusts and of course the individual tax concerns.

Company Description

We are a boutique tax firm built around family values and personal service. As Enrolled Agents we are “America's Tax Experts” and are the only tax professionals licensed in all 50 states through the Department of the Treasury Internal Revenue Service. As a family business, it is especially important to us that everyone feels welcome and knows we appreciate and value you. \r\nWe focus on small business startups, estates and trusts and of course the individual tax concerns.

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