job title:Customer Service Representative / Office Coordinat
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Peacock, Ellison & French, CPAs, P.A., a Venice CPA firm, is looking to add a Customer Service Representative / Office Coordinator to our team.
We are seeking a reliable individual with strong customer service and administrative skills for our front desk area. This is a key role within our organization, helping to ensure the office runs smoothly and efficiently. As the first point of contact for our clients, you play an essential role in creating a positive first impression.
This is a full-time, in-office position, Monday through Friday, 8:00 a.m. to 5:00 p.m. with additional hours required during tax season (January through April).
Responsibilities:
• Answer phones, transfer calls, and take accurate messages
• Schedule appointments and maintain calendars for multiple staff members
• Greet clients and provide professional, friendly assistance
• Communicate with clients via email in a professional and secure manner
• Assisting clients with their paperwork
• Package tax returns in presentation folders
• Organize and distribute documents and PDFs
• Perform a variety of general administrative tasks
• Run company errands
• Maintain and order office supplies
Skills / Requirements:
• Minimum 3 years of customer service experience
• Proficiency in Microsoft Office (Word / Excel / Outlook)
• Excellent customer service skills with a friendly, professional demeanor
• Ability to multitask, prioritize, and stay organized
• Strong communication skills
• Strong attention to detail and accuracy
• Problem-solving skills and ability to troubleshoot issues
• Team-oriented with a positive attitude
• Ability to handle confidential information with discretion
• Quickbooks data entry experience preferred
• Overtime is necessary during tax season (Jan – April)
• Ability to work in a fast-paced environment with changing priorities
The responsibilities of this role vary depending on the time of year, and we are looking for someone who can adapt to seasonal demands and changing priorities.
If you are a motivated individual with the skills listed above, please submit your resume, cover letter detailing your relevant experience, and salary requirements.
Principals only. Recruiters, please don't contact this job poster.