Client Support Specialist (Indianapolis, IN)

• Client Support Specialist
• Staff Support for Tax & Accounting Practice
• 18-22 hours per week
• $20+/hour
• The position requires in-office attendance, working approximately 10am-2pm, M-F, during the tax filing season. There is some flexibility in working hours and work during the summer months.
• The office is located on the Meridian Corridor, far northern Marion County.

We are a friendly, growing, professional company providing tax, accounting and

business advisory services searching for a service-oriented person to join our team. The

position will work closely with our Client Support Specialist and other team members to

process data, ensure accurate, timely processing of documents, and assist in maintaining

internal and client files. Routine tasks include a wide range of various computer and

communication activities. It is important to have experience in an office environment

performing as an administrative assistant or similar role. Past work in an accounting, legal

or compliance environment is a plus.

Primary responsibilities of the position include:

• Receive and review of client-provided information for required completeness
• Ensuring confidentiality and safety of sensitive information encountered in data entry and other job processes
• Communication with clients via phone and/or email as needed
• Assist with answering phone calls and responding to inquiries as needed
• Miscellaneous projects including filing, record maintenance, reports, scanning, copying, preparation of mailings and other miscellaneous duties as assigned.

Success in the position requires:

• Attention to detail with good decision-making abilities and judgment
• Ownership of job responsibilities and pride in quality of work
• Multi-tasking & efficiency with strong planning and organizational skills
• Ability to work in an environment where rapidly changing workloads and priorities are routine, demonstrating strong time management skills
• Competency in the use of PC and other technology, including Microsoft Office products
• General understanding and working knowledge of administrative procedures
• Ability to communicate in a concise, clear and friendly manner with both verbal and written skills
• Adding value as a player on a small, skilled, highly motivated team helping continue our positive company culture, and
• Ability to work with minimal supervision while fulfilling obligations

(*) Employment is contingent on a satisfactory background check and a non-disclosure

agreement