Client Services Supervisor jobs in United States
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Carr, Riggs & Ingram · 9 hours ago

Client Services Supervisor

Carr, Riggs & Ingram, through its division ProSport Accountants, specializes in tailored tax and accounting services for professional athletes and entertainers. The Client Services Supervisor will oversee and mentor the Client Services Specialists, manage client communications, and improve internal workflows to ensure high performance and client satisfaction.

AccountingConsultingFinance
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Responsibilities

Supervise and mentor Client Services Specialists, ensuring high performance, accountability, and professional development
Oversee the gathering, reviewing, and organizing client tax information for return preparation
Ensure timely scanning and electronic filing of client documents
Maintain confidentiality and security of sensitive client and firm information
Monitor and improve internal workflows and client service processes using spreadsheets and firm systems
Serve as a primary point of contact for client communications regarding tax matters, ensuring timely and professional responses
Coordinate with tax preparers and partners to ensure smooth client onboarding and document flow
Manage team assignments and project timelines to meet seasonal and year-round deadlines
Identify opportunities for process improvement and implement best practices across the Client Services team
Assist with hiring, training, and development of new Client Services staff
Other duties as assigned to support firm operations and client satisfaction

Qualification

Client services experienceSupervisory experienceMicrosoft Office SuiteOrganizational skillsInterpersonal skillsMultitasking abilitiesLeadership skillsWritten communicationVerbal communication

Required

High School diploma required
3-4+ years of experience in client services, administrative support, or tax operations
Ability to work overtime January through April and during other peak seasons
Strong interpersonal and leadership skills; able to motivate and guide a diverse team
Excellent organizational and multitasking abilities
Proficient in Microsoft Office Suite (Excel, Teams, Word, Outlook)
Strong written and verbal communication skills
Ability to work independently and collaboratively in a fast-paced environment
Applicants for positions with CRI must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position or future positions

Preferred

Bachelor's degree
Prior supervisory or team lead experience strongly preferred
Experience in a CPA firm or professional services environment is a plus

Benefits

21 PTO days
9 paid holidays
Company-paid long-term disability and life insurance
Blue Cross Blue Shield medical insurance
Dental, vision, and short-term disability coverage
Parental leave
Flexible spending accounts
401(k) retirement plan

Company

Carr, Riggs & Ingram

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Carr, Riggs & Ingram provides tax, audit, assurance and business consulting services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Centerbridge Partners
2024-11-18Private Equity

Leadership Team

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Chad Pinson
Chief Executive Officer
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Keisha Hall
CFO
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Company data provided by crunchbase