Customer Service Representative
hace 23 días
Louisville
Job DescriptionSalary: Customer Service Representative (CSR) Position Overview Baldwin CPAs is seeking a dependable and detail-oriented Customer Service Representative (CSR) to serve as the first point of contact for our clients and to support daily front-office and administrative operations. This role is ideal for someone who enjoys helping others, staying organized, and working in a professional, fast-paced environment. Responsibilities • Greet and assist clients professionally, both in person and by phone, • Answer and route incoming calls, • Schedule appointments and manage calendars, • Cover the front desk and assist with office opening and closing procedures, • Create and manage tax, 1099, and ERC projects, • Prepare and send engagement letters and documents electronically, • Request and process consent forms for tax returns released to third parties, • Match invoices to checks and process deposits, • Stuff, process, and mail end-of-month invoices, • Handle certified, priority, FedEx, and UPS mail, • Scan and process tax documents and provide backup support during peak season, • Assist with simple tax return processing and delivery, • Maintain accurate files and documentation, • Support firm events, trainings, and special projects as assigned Qualifications • High School Diploma or equivalent, • 6 months to 1 year of customer service experience, • Basic proficiency with Microsoft Outlook and Excel, • Strong attention to detail and data entry skills, • Excellent organizational and time-management abilities, • Strong written and verbal communication skills, • Professional demeanor with clients and team members, • Ability to work independently in a deadline-driven environment, • Comfortable using technology and working in a virtual setting Equal Opportunity Employer Baldwin CPAs is an Equal Opportunity Employer and complies with all applicable federal, state, and local employment laws, including the Americans with Disabilities Act (ADA). Reasonable accommodations are available for qualified individuals with disabilities.