Seasonal Client Success / Customer Service Representative

MBE CPAs • Black Earth, WI

23d • Onsite

About The Position

Our Seasonal Client Success / Customer Service Representative will serve as the front desk and first point of contact for our Black Earth office during tax season. This individual will greet clients, answer phones, and provide administrative and light tax-related support to our partners and staff. This role is a key brand ambassador for the firm, delivering a welcoming and professional experience with every client interaction.

Requirements

• 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
• 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

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

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed