CLIENT SERVICE ASSOCIATE

ABOUT US

With the merging of three firms, L&H has quickly grown to become one of the top accounting firms in Dallas that provides both financial and accounting services. L&H CPAs and Advisors has earned the reputation as our client’s most trusted advisors by providing integrated financial services with an outstanding level of service and expertise.

ABOUT THE OPPORTUNITY

L&H CPAs and Advisors is seeking a Client Service Associate to join our team. We provide public accounting, tax and advisory services to individuals and private businesses in diverse industries.

This position requires a confident, organized person who is professional and personable. We offer a competitive salary and comprehensive benefits package.

Responsibilities & Duties

Responsibilities Include, but are not limited to:

  • Warmly and professionally greet clients, staff and all visitors
  • Data entry in various software applications
  • Process tax organizers, tax returns, financial statements and other client communications
  • Create and maintain client files
  • Manage and order supplies
  • Answer, screen and disburse incoming calls
  • Handle incoming and outgoing mail, prepare packages for delivery
  • Other general office duties as needed.

Qualifications & Skills

Qualified candidates possess the following skills and attributes:

  • Able to work in an environment with many interruptions and multitask with composure
  • Focus on customer service, able to provide support to the entire staff
  • Always uses discretion when handling confidential information
  • Highly organized and efficient with strong attention to detail and high accuracy rate
  • Excellent communication skills, both verbal and written
  • Able to adapt to new software and technologies
  • Dependable and takes ownership of responsibilities

Requirements

  • Prior administrative support experience (experience working in accounting a plus)
  • Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  • Able to quickly learn and utilize various computer programs and processes

Benefits

  • Medical
  • Paid holidays and vacation/sick leave
  • Retirement benefits
  • Job Type: Full-time

CONTACT

Please e-mail your resume to info@lhcpafirm.com

www.lhcpafirm.com

10000 N. Central Expressway, Suite 710
Dallas, TX 75231