MBE CPAs ยท 4 days ago
Seasonal Client Success / Customer Service Representative
Black Earth, WI
Full-time
Onsite
New Grad, Entry LevelMBE CPAs is a team of accounting experts dedicated to helping clients succeed in their financial journeys. They are seeking a Seasonal Client Success / Customer Service Representative to serve as the front desk and first point of contact during tax season, providing administrative and light tax-related support to partners and staff.
AccountingConsultingFinancial Services
Responsibilities
Greeting and directing clients and visitors by phone, email, or in person
Answering and routing incoming calls while providing excellent customer service
Providing administrative support to the MBE team, including correspondence, coordinating appointments, scanning and assembling documents, handling office mail, and general front-desk coverage
Assisting with the intake and delivery of tax documents and payments
Supporting the tax team with basic tax-related tasks, such as organizing paperwork and assisting with the preparation and delivery of completed tax returns (1040 experience is a plus but not required)
Maintaining a clean, organized, and welcoming front office environment
Qualification
Required
Greeting and directing clients and visitors by phone, email, or in person
Answering and routing incoming calls while providing excellent customer service
Providing administrative support to the MBE team, including correspondence, coordinating appointments, scanning and assembling documents, handling office mail, and general front-desk coverage
Assisting with the intake and delivery of tax documents and payments
Supporting the tax team with basic tax-related tasks, such as organizing paperwork and assisting with the preparation and delivery of completed tax returns (1040 experience is a plus but not required)
Maintaining a clean, organized, and welcoming front office environment
Strong communication and customer service skills for interacting with clients in person, over the phone, and via email
Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook
Strong attention to detail, organization, and follow-through
Friendly, professional demeanor with the ability to multitask in a fast-paced, seasonal environment
Preferred
Previous experience in a customer service, receptionist, or administrative support role preferred
Some exposure to individual tax returns (1040s) or a tax office environment is helpful
Company
MBE CPAs
MBE CPAs Offers Accounting, Tax, and Business Consulting
Founded in 1982
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett Leibfried, CPA
Partner
Diane Payne, EA
Partner, Director of Individual Tax Services
Company data provided by crunchbase