Client Service Associate – Seasonal, Full-Time
Kreppel Tax Advisory Group, Inc. is hiring a Client Service Associate to support the workflow of our entire tax team during the busy tax season. This is a full-time, temporary position from November through the end of April, with the opportunity to transition into a permanent role based on performance and the firm’s staffing needs.
You will be a key point of contact for our clients—scheduling appointments, handling calls and requests, processing documents, and keeping billing and administrative tasks moving so our CPAs and tax professionals can remain focused on client work.
What You’ll Do
Schedule, confirm, and manage client appointments for CPAs and advisors
Answer and route incoming calls and client requests promptly and professionally
Respond to routine client questions and direct tax-related matters to the appropriate team member
Follow up with clients regarding appointments, missing documents, signatures, payments, and other outstanding items
Receive, scan, upload, organize, and properly label client tax documents
Prepare and send client invoices accurately and on time
Assist with billing follow-ups and payment collection
Maintain accurate and up-to-date client records and communications
Track outstanding documents, pending requests, and the status of client tax returns
Help ensure that client files and requests move efficiently through each stage of the tax preparation process
Coordinate with administrative staff, tax preparers, CPAs, and advisors to support the workflow of the entire tax team
Monitor emails and voicemails and ensure timely follow-up
Protect the confidentiality of sensitive personal and financial information
Provide additional administrative and client-service support as needed during peak tax season
What We’re Looking For
Prior experience in a client-facing, customer-service, or administrative role
Experience in accounting, tax, or financial services is a plus but not required
Strong phone and email communication skills—professional, clear, and responsive
Comfortable communicating with clients throughout the day
Able to manage multiple requests and stay organized under deadline pressure
Strong attention to detail, particularly when scheduling appointments, processing documents, and preparing invoices
Reliable and available to work full-time through the end of April
Proficient in Microsoft Outlook, Word, and Excel
Willingness to learn tax-office procedures, workflow systems, and new software
Team-oriented and able to work effectively with administrative staff, tax preparers, CPAs, and advisors
Interest in a long-term position is a plus, as strong performers may be considered for permanent employment
Benefits and Culture
We take care of the people who take care of our clients.
Access to medical insurance for eligible full-time team members, with a manageable employee contribution
401(k) with a company match, plus profit sharing after the first year
Two weeks of paid vacation after the first year, along with paid sick days and paid holidays
Greater scheduling flexibility during the slower months after tax season
A performance-based bonus at the end of tax season that recognizes the additional effort our team contributes during our busiest period
Sponsorship of continuing education and licensing costs for team members pursuing a CPA, EA, or other relevant professional credential
Company-provided lunch at least once a week
A supportive, family-run workplace culture
Opportunities to grow and build a lasting career with an established firm
The opportunity to join a respected practice with deep roots in the local community
Position Details
Position: Client Service Associate
Employment Type: Temporary, full-time
Season: November through the end of April
Schedule: Monday through Friday, with the possibility of additional hours during peak tax-season periods
Location: In person in Old Bridge, New Jersey
Long-Term Opportunity: This position may transition into a permanent role based on performance and business needs
If you are organized, responsive, comfortable working with clients, and interested in supporting a collaborative tax team, we encourage you to apply.
Kreppel Tax Advisory Group, Inc. is an equal opportunity employer. We welcome applicants from all backgrounds who are eager to learn, contribute, and grow with our firm.
