Client Service Administrator

Posted: 08/29/2021

Job description

Huberty is a CPA-led, professional service firm where an inspired team places clients first. At Huberty, our mission is to be the most sought-after firm in our core service area: Accounting, Analysis, Strategy, and Planning. Our vision is to be a destination for innovation and inspiration.

Our firm’s strategy and vision are driven by our culture day in and day out. We focus on strategies that enhance the overall well-being of our team members. In fact, at Huberty, our entire strategic platform revolves around building a culture of trust and promoting happy, healthy, and fulfilled employees and owners. Our commitment to culture isn’t just talk. If you’re looking for a career that inspires you to be your best self, Huberty is your destination.

Title: Client Service Administrator

Location: Sheboygan, WI

Hours of Work: Core hours are 8AM - 5PM
**additional hours may be required during high peak season, this is a full-time position

Pay: Based on experience, non-exempt

Core Competencies:

  • Greets clients and visitors in a positive, energetic manner. You are the face of the firm.
  • Ability to multitask and meet challenges according to various deadlines.
  • Must be willing to work additional hours during the busy tax season.
  • Must know how to answer a multi-line phone system.
  • Organize client data according to type of tax transactions as needed per the firm. Must be able to keep client information confidential.
  • Must be willing to learn various software programs and tax assembly.
  • Strong organization, written, and oral skills.
  • Will process daily receipts and post accordingly to client accounts and prepare related reports.
  • Open and close office daily.

Qualifications

  • 3-5 years of previous administrative experience
  • Detail oriented with a high degree of accuracy
  • Must be self-directed and able to complete projects with limited supervision
  • Proficient in Microsoft Suite products
  • Proficient in Adobe applications
  • Strong knowledge in Outlook calendar and scheduling procedures

 

Huberty offers a robust benefit package including; health, dental/vision, life insurance, paid time off, 401K plan, dress for day, flexible work schedule and much more.

 

Huberty is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Type: Full-time

Type of Position: Full Time Position

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