Client Success Specialist

Client Success Specialist to strengthen client experience from first contact through onboarding and ongoing engagement. Join a CPA firm where you’re more than the front desk—you’re a key part of the client experience and our internal operations.

Requirements

• Client-facing communication skills and follow-through
• Comfortable with technology, including client portals, e-sign platforms, databases, and Microsoft Teams
• Detail-oriented and trustworthy when handling confidential information

Benefits

• Paid Health Insurance
• Employer-paid $50K group life insurance policy
• Access to dental and vision Insurance
• 401(k) retirement plan with up to 4% employer match
• 15 paid time off (PTO) days per year
• Employee referral bonus program