Customer Service Technical Specialist

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.