Carr, Riggs & Ingram · 1 day ago
Client Services Specialist
Quinton, VA
Full-time
Onsite
Entry Level
$25/hr - $35/hr
1+ years expCarr, Riggs & Ingram is a nationally recognized accounting and advisory firm specializing in tailored tax and accounting services for professional athletes and entertainers. They are seeking a Client Services Specialist to join their team, responsible for gathering and reviewing tax information, maintaining client relationships, and managing projects efficiently.
AccountingConsultingFinance
No H1B
U.S. Citizen Only
Responsibilities
Requesting, gathering, and reviewing tax information for the preparation of tax returns
Scanning tax information and organizing electronic files
Maintaining confidentiality of all legal documents and information
Utilizing and manipulating spreadsheets to track important client information and business processes
Fostering customer relationships and communicating regularly and professionally with clients via telephone and email regarding tax matters
Managing assigned projects in a timely, accurate, and efficient manner
Other duties as requested or needed to maintain the efficient processing of documents and communications within the firm's internal operations
Qualification
Required
High School diploma required
1-2+ years of experience, preferably in a customer service-related field
Ability to work overtime January through April and during other peak seasons
Well-developed interpersonal skills, ability to get along well with diverse personalities; tactful, mature, and flexible
Ability to operate independently and self-manage projects
Ability to perform several tasks concurrently with ease and professionalism
Sound administrative skills; well-developed management skills
Ability to establish credibility and be decisive, but able to recognize and support the team processes and priorities
Comfortable performing multifaceted projects in conjunction with normal activities
Excellent written and verbal communication skills
Proficient in Microsoft Office (Excel, Teams, Work, Outlook)
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
Experience in a CPA firm environment preferred, but not required
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
Carr, Riggs & Ingram provides tax, audit, assurance and business consulting services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Centerbridge Partners
2024-11-18Private Equity
Leadership Team
Chad Pinson
Chief Executive Officer
Keisha Hall
CFO
Recent News
2025-05-05
2024-11-21
Company data provided by crunchbase