Job Description

BLUMARK TAX ADVISORS is looking for a Client Services Associate to join our growing team. You will be responsible for the administrative functions of the Client Services department for the Blumark team. You will have daily contact with clients and team members requiring a strong customer service background coupled with organizational skills. This is a full-time, seasonal position.

Hours will be (estimated) from 8:30pm-5:00pm M-F, and potentially some weekends or extra hours during tax season. 

RESPONSIBILITIES:

• Greet and assist clients.
• Prepare and hand off returns to clients during tax season.
• Scan documents as needed.
• Answer mainline phones.
• Assist with BTA Email to Case.
• Process mail and checks.
• Maintain the office and fulfill operational needs as necessary.

QUALIFICATIONS:

• High School diploma or GED required.
• Minimum 1 year of administrative experience
• Exceptional communication skills, both written and verbal.
• Working knowledge of Salesforce is preferred but not required.
• Customer Service background is helpful.
• Demonstrable skills working with all of MS Office Suite.
• Strong organizational skills with the ability to work successfully against a deadline.

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