Client Care Specialist

Robinson & Ward, P.C. is a collaborative, client-focused accounting firm committed to delivering excellent service and building lasting relationships. We provide tax preparation, payroll, bookkeeping, and advisory services for individuals and businesses. We have a special interest in working with small businesses. Our team believes in treating our clients with respect, attention, and genuine care. Status: Full-Time Days: Monday- Friday Hours: 8:00 AM- 5:00 PM Compensation: $19-21/hour DOE *This position calls for some Saturday coverage during peak tax deadlines.* As a Client Care Specialist , you will be the first impression and the steady support for our clients. Think of yourself as the bridge between what they need and how we deliver it. We need someone who thrives in a client-facing role, loves problem-solving, and can efficiently juggle multiple tasks during peak seasons. What You'll Do: Serve as the first point of contact for clients (in-person, by phone, email, or text) while providing professional, warm, and timely assistance Coordinate client appointments and communications Manage client records and documents - maintain accurate data, upload forms (POAs, e-files, tax returns), process document requests Support tax and billing processes - compile returns, assist with quarterly compiling, prepare invoices, bill out returns, and process client payments Maintain office operations with opening and closing procedures Assist with special projects as assigned. What We're Looking For: Exceptional communication and interpersonal skills (written, verbal, and in-person) Ability to juggle multiple priorities, adapt to a fast-paced environment, and maintain accuracy under pressure Tech-savvy with strong computer literacy, proficiency in Microsoft Office (Word, Excel, Outlook, Adobe), and comfortable navigating multiple software platforms Detail-oriented with high accuracy in data entry, time tracking, and recordkeeping Team player eager to learn, take initiative, and contribute ideas Proficient with typical office equipment to ensure smooth daily operations (PC, copier, scanner, phone) Health & Wellness: Comprehensive medical, dental, and vision insurance plans Time Off: Paid vacation, holidays, and sick leave Retirement Planning: 401(k) with employer match Work-Life Balance: Fridays off during summer Robinson & Ward, P.C. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. #J-18808-Ljbffr Robinson & Ward, PC