Client Care Coordinator

Patrick Accounting of Memphis, TN is seeking a full-time Client Care Coordinator (Firm Administrator) to join our amazing team. Are you looking to ignite your passion to help people? Do you love to take chaos and create order? Does it bug you when something is misspelled or the spacing is off? Do you long to work hard while having FUN? (No, that is not an oxymoron when describing an accounting office!) Does learning new things and growing with a company excite you? If so, apply today!

WHAT WE'RE LOOKING FOR:

• 2+ years' experience in a customer service environment.
• Focused on caring for people.
• Communicate well verbally and in written format.
• Know how to take initiative and offer solutions.
• Easily pick up on social cues from others.
• Capable of multitasking many small projects.
• Vigilant about the details.
• Ability to recognize priorities and meet deadlines.
• Enjoy working with a variety of small businesses.
• Knowledge of Word, Excel & Outlook.

Most importantly, you must be extremely tech-savvy. You should be extremely comfortable on the computer typing a minimum of 65 wpm. You will need to move quickly between programs and learn new technologies with ease. We use a bunch of technology: Slack, Zoom, Microsoft Outlook, Excel, Word, QuickBooks, Thomson Reuters accounting suite, Qount, isolved, Remote Desktop, and more!

WHAT YOU WILL DO:

• Anticipate the needs of the team and our clients by going the extra mile.
• Reply to clients in 24 hours or less.
• Painstakingly protect our clients' privacy in the technology age.
• Answer phone calls, schedule appointments, and find solutions for callers.
• Warmly greet clients and visitors in the office.
• Collect and file monthly bank statements and reports for the accounting team.
• Organize client documents for our in-office and remote tax preparers.
• Oversee office equipment needs (phones, copier, scanner, fax machine, postage machine.)
• Manage all outgoing and incoming packages and correspondence.
• Assist the accounting team with data entry projects; enter time, expenses, and postage logs.
• Update databases, documents, and processes as needed.
• Keep the breakroom and main areas stocked and tidy. (Make coffee, refill snacks and supplies.)
• Order office supplies and team lunch orders.

WHAT'S IN IT FOR YOU:

Depending on experience, you will receive an attractive hourly rate of $14.00-$18.00. We offer a full benefits package including generous PTO, holiday pay, employer-paid health, vision, dental, and life insurance, monthly profit sharing, 401(k) contribution of 3%, and many other perks to all full-time employees. Excellent career and income opportunities exist for someone who will grow with us!

We are a business casual office environment. (Yes, you can wear jeans. No, you can't wear a tie.) We believe in a healthy work-life balance. There are frequent company outings and team lunches where we celebrate birthdays, milestones, and accomplishments. We work as a team and we win as a team! Our entire team strives to make Patrick Accounting a family - not just a place to work.

WHAT YOU SHOULD KNOW:

Patrick Accounting provides outsourced bookkeeping and accounting for growth-minded small business owners and entrepreneurs. We work with owners of small businesses to help them be better organized, make more money, and save on taxes. We assist business owners with monthly bookkeeping, accounting, tax planning and reporting, payroll processing, and back office support services. For more information about who we are, please visit our website (www.patrickaccounting.com) and find us on social media.

We service our clients from 8:30 a.m. to 5:30 p.m. every business day. This is a great opportunity to learn in a fast-paced environment where our team and our culture is our highest priority. This role is perfect for someone who is seeking a career in the accounting field; this will be a great way to learn about bookkeeping, payroll, accounting, and tax services. If you are a perfectionist at heart and find fulfillment to reassure people that might have fear, anxiety, or frustration around money/taxes, then please apply for the opportunity to join our team!

READY TO JOIN OUR TEAM?

We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that you would be right for our Client Care Coordinator position, please fill out our initial 3-minute, mobile-friendly application. We will only consider online applications. Please check your junk e-mail if you haven't heard from us within a few business days. Please do not call or stop by the office; these actions will disqualify you from further consideration.

Candidate testing and a background check will be conducted before employment. Our interview process is involved and thorough. Be prepared to meet with our team and ask a lot of questions! We look forward to meeting you!

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