Client Service Specialist Position Available In Miami-Dade, Florida

Client Service Specialist Beatriz Aguero Morejon CPA PA South Miami, FL Job Details Part-time | Full-time $20 – $30 an hour 6 hours ago Benefits Paid time off Employee discount Flexible schedule Life insurance Referral program Qualifications Microsoft Word Spanish Microsoft Excel Microsoft Outlook Virtual client meetings Interpersonal skills Managing teams in a customer support role Customer service Handling customer inquiries English Mid-level Microsoft Office 3 years Administrative experience High school diploma or GED Managing clients in a customer support role Attention to detail Social media client interactions Client services Customer support ticket management QuickBooks Organizational skills Self-directed learning Face-to-face client meetings Largest customer support team managed (1-5 team members) Largest number of clients managed simultaneously in a customer support role (1-3 clients) Client email correspondence Communication skills Client interaction via phone calls Full Job Description Job description CPA firm is searching for a highly detailed and energetic client service specialist to join our team in downtown South Miami! We are a woman-owned CPA firm which provides tax and accounting services to corporate, small business and individual clients. We provide an energetic environment with a focus on delivering exceptional customer service and expertise to our clients. The atmosphere is great and the ideal candidate must possess an eagerness to learn, have a positive attitude, pay attention to detail, be tech savvy, work independently and have excellent organizational skills. The job role also requires managing client communications, workflow, bookkeeping, accounting, sales taxes and payroll taxes. There is a great opportunity for growth within the firm!

Client Service Specialist Responsibilities:

Oversee and conduct new client set-up. Assist in answering phone calls. Assist in general email inquiries and correspondence in the firm. Track workflow to ensure completion and client satisfaction. Handle customer service requests. Handle preparation of sales tax returns, Handle processing of payroll entries, payroll tax returns 1099 and W-2 preparation. Assistance with preparation of monthly, quarterly and annual bookkeeping. Managing critical correspondence (such as IRS notices, client mail requests and all office related documents). Managing and improving the firm’s filing and work-flow remote working environment and systems.

Qualifications:

Excellent technology skills including Microsoft Office, Google Workspace, ChatGPT, Microsoft Copilot and QuickBooks (desktop and online) is required. Ability to prioritize and multitask. Strong attention to detail. Strong organizational skills. Be resourceful and take initiative. Experience in managing client work-flow and document management systems software. Proficient in verbal and written communication in both English and Spanish. Experience as an administrative assistant or office administrative assistant. Experience in working in a professional services firm and handling client needs. Professional manner and strong ethical code. Ability to work independently.

Job Type:

Part-time Benefits:

Employee discount Flexible schedule Life insurance Paid time off Referral program

Physical Setting:

Office/Remote Schedule:

Weekly Average:

20 hours (Hours fluctuate due to high seasonal demand from January through April and August through October).

Days:

Flexible Supplemental Pay:

Bonus pay

Education:

High school or equivalent (Preferred)

Experience:

Client Services:

2 years (Preferred)

Language:

English and Spanish proficiently (Required) Spanish (Required)

Work Location:

Hybrid Job Types:

Full-time, Part-time Pay:

$20.00 – $30.00 per hour Expected hours: 20 – 30 per week

Benefits:

Employee discount Flexible schedule Life insurance Paid time off Referral program

Schedule:

Choose your own hours

Work Location:

Hybrid remote in South Miami, FL 33143