Join Our Team

Client Service Associate (CSA)

Seasonal · January–April · Janesville, Wisconsin · $17/hour

The Client Service Associate helps manage the day-to-day client experience and administrative flow of the tax office. This role is a good fit for someone who is organized, comfortable working independently, and takes client confidentiality seriously.

What You'll Do

• Welcome clients and assist with client intake.
• Answer phones and help manage scheduling.
• Receive, scan, organize, and securely handle client tax documents.
• Help maintain client status, notes, and the office workflow queue.
• Assist with routine payment and invoice status questions.
• Protect confidential client and financial information.
• Route tax questions to the tax preparer rather than providing tax advice.
• Help keep the office organized and running smoothly.

What We're Looking For

• Dependable and comfortable working independently.
• Organized and able to manage multiple priorities.
• Professional and comfortable communicating with clients.
• Good judgment when handling mistakes, questions, or unfamiliar situations.
• Strong respect for privacy and confidentiality.
• Comfortable using computers and learning office software.