{"id":112431,"date":"2026-09-17T17:35:35","date_gmt":"2026-09-17T17:35:35","guid":{"rendered":"https:\/\/www.monmouth.edu\/career-development\/job\/client-service-associate-3\/"},"modified":"2026-10-15T08:29:09","modified_gmt":"2026-10-15T12:29:09","slug":"client-service-associate-3","status":"publish","type":"ch_job","link":"https:\/\/www.monmouth.edu\/career-development\/job\/client-service-associate-3\/","title":{"rendered":"Client Service Associate"},"content":{"rendered":"
\n

Client Service Associate \u2013 Seasonal, Full-Time<\/strong><\/i><\/p>\n

Kreppel Tax Advisory Group, Inc.<\/strong> is hiring a Client Service Associate<\/strong> 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<\/strong>, with the opportunity to transition into a permanent role based on performance and the firm\u2019s staffing needs.<\/i><\/p>\n

You will be a key point of contact for our clients\u2014scheduling 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.<\/i><\/p>\n

What You\u2019ll Do<\/strong><\/i><\/p>\n

Schedule, confirm, and manage client appointments for CPAs and advisors<\/i><\/p>\n

Answer and route incoming calls and client requests promptly and professionally<\/i><\/p>\n

Respond to routine client questions and direct tax-related matters to the appropriate team member<\/i><\/p>\n

Follow up with clients regarding appointments, missing documents, signatures, payments, and other outstanding items<\/i><\/p>\n

Receive, scan, upload, organize, and properly label client tax documents<\/i><\/p>\n

Prepare and send client invoices accurately and on time<\/i><\/p>\n

Assist with billing follow-ups and payment collection<\/i><\/p>\n

Maintain accurate and up-to-date client records and communications<\/i><\/p>\n

Track outstanding documents, pending requests, and the status of client tax returns<\/i><\/p>\n

Help ensure that client files and requests move efficiently through each stage of the tax preparation process<\/i><\/p>\n

Coordinate with administrative staff, tax preparers, CPAs, and advisors to support the workflow of the entire tax team<\/i><\/p>\n

Monitor emails and voicemails and ensure timely follow-up<\/i><\/p>\n

Protect the confidentiality of sensitive personal and financial information<\/i><\/p>\n

Provide additional administrative and client-service support as needed during peak tax season<\/i><\/p>\n

What We\u2019re Looking For<\/strong><\/i><\/p>\n

Prior experience in a client-facing, customer-service, or administrative role<\/i><\/p>\n

Experience in accounting, tax, or financial services is a plus but not required<\/i><\/p>\n

Strong phone and email communication skills\u2014professional, clear, and responsive<\/i><\/p>\n

Comfortable communicating with clients throughout the day<\/i><\/p>\n

Able to manage multiple requests and stay organized under deadline pressure<\/i><\/p>\n

Strong attention to detail, particularly when scheduling appointments, processing documents, and preparing invoices<\/i><\/p>\n

Reliable and available to work full-time through the end of April<\/i><\/p>\n

Proficient in Microsoft Outlook, Word, and Excel<\/i><\/p>\n

Willingness to learn tax-office procedures, workflow systems, and new software<\/i><\/p>\n

Team-oriented and able to work effectively with administrative staff, tax preparers, CPAs, and advisors<\/i><\/p>\n

Interest in a long-term position is a plus, as strong performers may be considered for permanent employment<\/i><\/p>\n

Benefits and Culture<\/strong><\/i><\/p>\n

We take care of the people who take care of our clients.<\/i><\/p>\n

Access to medical insurance for eligible full-time team members, with a manageable employee contribution<\/i><\/p>\n

401(k) with a company match, plus profit sharing after the first year<\/i><\/p>\n

Two weeks of paid vacation after the first year, along with paid sick days and paid holidays<\/i><\/p>\n

Greater scheduling flexibility during the slower months after tax season<\/i><\/p>\n

A performance-based bonus at the end of tax season that recognizes the additional effort our team contributes during our busiest period<\/i><\/p>\n

Sponsorship of continuing education and licensing costs for team members pursuing a CPA, EA, or other relevant professional credential<\/i><\/p>\n

Company-provided lunch at least once a week<\/i><\/p>\n

A supportive, family-run workplace culture<\/i><\/p>\n

Opportunities to grow and build a lasting career with an established firm<\/i><\/p>\n

The opportunity to join a respected practice with deep roots in the local community<\/i><\/p>\n

Position Details<\/strong><\/i><\/p>\n

Position:<\/strong> Client Service Associate<\/i><\/p>\n

Employment Type:<\/strong> Temporary, full-time<\/i><\/p>\n

Season:<\/strong> November through the end of April<\/i><\/p>\n

Schedule:<\/strong> Monday through Friday, with the possibility of additional hours during peak tax-season periods<\/i><\/p>\n

Location:<\/strong> In person in Old Bridge, New Jersey<\/i><\/p>\n

Long-Term Opportunity:<\/strong> This position may transition into a permanent role based on performance and business needs<\/i><\/p>\n

If you are organized, responsive, comfortable working with clients, and interested in supporting a collaborative tax team, we encourage you to apply.<\/i><\/p>\n

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.<\/strong><\/i><\/p>\n<\/blockquote>\n

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