Customer Relations, Customer Service Operations, Customer Support/Service, Inventory Management, Mail Processing, Operations Management, Order Supplies, Printing, Production Volume, Quality Control, Shipping Documents, Shipping/Receiving, Tax Returns, Time Management, USPS (United States Post Office)
CSA TS Client Services
Tax Processing Support
- Support tax return printing and assembly according to centralized standards.
- Monitor and process requests submitted via centralized system.
- Conduct quality reviews of assembled tax packages.
- Coordinate certified mail and shipping for tax documents.
- Manage supply inventory for tax production materials.
- Be available for overtime staffing during the busy season to meet high-volume demands.
Mail & Shipping Services
- Manage all inbound and outbound mail operations in compliance with client and carrier policies (USPS, UPS, FedEx, DHL).
- Process certified, overnight, and courier shipments, including mass mailings.
- Provide support for shipping label creation and package tracking.
- Manage postage meter operations, including reporting and maintenance.
- Oversee inventory and ordering of shipping supplies (boxes, envelopes, materials).
- Filter and forward incoming mail to centralized processing teams as required.
Print & Production Services
- Execute high-volume print production of firm deliverables in adherence to brand standards.
- Perform binding, finishing, folding, laminating, and presentation assembly.
- Conduct quality control review of all materials before delivery.
- Coordinate overflow or specialty print jobs with external vendors.
- Monitor printing equipment (including ensuring functionality and restocking paper) and coordinate service and maintenance.
Customer Service & General Operations
- Maintain the highest levels of customer care while demonstrating a friendly and cooperative attitude.
- Interact daily with customers, service technicians, managers, and vendors, providing exceptional customer service.
- Perform an acceptable volume of work in a timely, efficient, and accurate manner, meeting or exceeding client expectations.
- Perform other duties as required and participate in cross-training for other functions.