salary: $70,000 - $100,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Bachelors
Responsibilities
- Serve as the dedicated point of contact for a portfolio of clients, guiding them through onboarding, documentation, tax preparation, and ongoing requests.
- Set clear expectations around timelines, deliverables, and required actions.
- Conduct proactive check-ins to assess client satisfaction and identify opportunities to improve their experience.
- Communicate updates on tax returns, accounting work, and project milestones.
- Own the movement of client work through our Intake and Delivery pipelines, ensuring deadlines are met and bottlenecks are removed.
- Coordinate with Accounting, Tax, and internal CS teams to ensure timely resolution of client questions and tasks.
- Maintain accurate client records, documentation, and status updates within CRM and workflow tools.
- Generate invoices, process payments, and ensure tax return assembly is completed accurately.
- Diagnose issues in client workflows, identify root causes, and propose scalable solutions.
- Address Level 1 escalations quickly and professionally, ensuring clear communication with both internal teams and clients.
- Identify patterns that signal larger process opportunities and surface recommendations to the CS Leader.
- Contribute to building standard operating procedures and client experience
playbooks. - Recommend enhancements to tooling, communication flows, onboarding procedures, or delivery processes.
- Support continuous improvement initiatives across the CS function as we integrate acquired firms.
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
