Client Service Associate

Job Description

Job Description

Boos & Associates is growing. We were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. As a result, we are seeking a dynamic, customer-focused individual to support our clients as a Work Opportunity Tax Credit Associate.

What you will do:

You will support clients and internal teams by providing support of the WOTC program, including but not limited to implementation, screening, tracking, and credit calculation.

Key responsibilities include:

• Handle customer calls and provide accurate information and assistance
• Maintain accurate data entry and records
• Follow established scripts and procedures to ensure consistency, compliance, and performance standards
• Collaborate with team members and departments to resolve complex issues
• Continuously strive to improve service knowledge, communication skills, and customer service techniques.

What you will bring to the role:

• High school diploma or equivalent
• Bilingual in English and Spanish
• Customer service or call center experience preferred
• Ability to work independently with little supervision.
• Excellent verbal and written communication skills.
• Proficiency in using internal software: Microsoft Word, Excel and other systems.
• Ability to multitask and work in a fast-paced environment.
• Problem-solving skills and ability to think critically under pressure.
• Flexibility to work shifts, including evenings, weekends, and holidays.

Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

More About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 130 and anticipate significant continued opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.