Customer Service Representative (CSR)
Position Overview
Baldwin CPAs is seeking a dependable and detail-oriented Customer Service Representative (CSR) to serve as the first point of contact for our clients and to support daily front-office and administrative operations. This role is ideal for someone who enjoys helping others, staying organized, and working in a professional, fast-paced environment. This position is a critical part of our tax processing that requires someone with very strong clerical and computer skills that can navigate through many electronic processes and tasks comfortably.
Responsibilities
- Greet and assist clients professionally, both in person and by phone
- Answer and route incoming calls
- Schedule appointments and manage calendars
- Cover the front desk and assist with office opening and closing procedures
- Create and manage tax, 1099, and ERC projects
- Prepare and send engagement letters and documents electronically
- Request and process consent forms for tax returns released to third parties
- Match invoices to checks and process deposits
- Stuff, process, and mail end-of-month invoices
- Handle certified, priority, FedEx, and UPS mail
- Scan and process tax documents and provide backup support during peak season
- Assist with tax return processing and delivery
- Maintain accurate files and documentation
- Support and coordinate firm events, trainings, and special projects as assigned
- Travel in-state once or twice a year as needed for meetings
- Travel in-town to clients, vendors, post office, etc. as needed
- Travel in-state to other offices if needed periodically
Qualifications
- High School Diploma or equivalent
- 6 months to 1 year of customer service and/or office experience
- Basic proficiency with Microsoft Outlook and Excel
- Strong attention to detail and data entry skills
- Excellent organizational and time-management abilities
- Strong written and verbal communication skills
- Professional demeanor with clients and team members
- Ability to work independently in a deadline-driven environment
- Comfortable using advanced technology and electronic processes while working in a virtual setting
- Must be comfortable with light travel and using personal vehicle when needed
Equal Opportunity Employer
Baldwin CPAs is an Equal Opportunity Employer and complies with all applicable federal, state, and local employment laws, including the Americans with Disabilities Act (ADA). Reasonable accommodations are available for qualified individuals with disabilities.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
Application Question(s):
- What salary range are you seeking?
Work Location: In person
