Robinson & Ward, PC · 16 hours ago
Client Care Specialist
Robinson & Ward, P.C. is a collaborative, client-focused accounting firm committed to delivering excellent service. They are seeking a Client Care Specialist who will serve as the first point of contact for clients, managing appointments, communications, and supporting tax and billing processes.
Responsibilities
Serve as the first point of contact for clients (in-person, by phone, email, or text) while providing professional, warm, and timely assistance
Coordinate client appointments and communications
Manage client records and documents — maintain accurate data, upload forms (POAs, e-files, tax returns), process document requests
Support tax and billing processes — compile returns, assist with quarterly compiling, prepare invoices, bill out returns, and process client payments
Maintain office operations with opening and closing procedures
Assist with special projects as assigned
Qualification
Required
2+ Years proven administrative/customer service experience
Exceptional communication and interpersonal skills (written, verbal, and in-person)
Ability to juggle multiple priorities, adapt to a fast-paced environment, and maintain accuracy under pressure
Tech-savvy with strong computer literacy, proficiency in Microsoft Office (Word, Excel, Outlook, Adobe), and comfortable navigating multiple software platforms
Detail-oriented with high accuracy in data entry, time tracking, and recordkeeping
Team player eager to learn, take initiative, and contribute ideas
Proficient with typical office equipment to ensure smooth daily operations (PC, copier, scanner, phone)
Benefits
Comprehensive medical, dental, and vision insurance plans
Paid vacation, holidays, and sick leave
401(k) with employer match
Training opportunities and career development support
Flexible scheduling options, Fridays off during summer
Company
Robinson & Ward, PC
Our focus here at Robinson & Ward is to build lasting professional relationships with our clients and colleagues.
Funding
Current Stage
Early StageCompany data provided by crunchbase