Customer Service Representative

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Customer Service Representative

As a Customer Service Representative at Abacus, you serve as a frontline ambassador for the firm, delivering exceptional service across all client interactions. This role is responsible for engaging with clients via phone, email, and in-person meetings to support client onboarding, retention, and ongoing service needs, while also assisting internal accounting teams with client-related initiatives.

Key Responsibilities

Engage with clients via phone, email, and in-person interactions in a professional and timely manner

Support client onboarding, retention, and service inquiries

Review customer accounts for contract changes and service level updates

Communicate complex financial information clearly and professionally

Prepare professional correspondence for third-party financial requests

Handle inbound email and inbound/outbound phone communication using best practices

Document client interactions and maintain accurate records per firm procedures

Gather and input client data into internal systems

Guide and assist walk-in clients with clarity and professionalism

Take ownership of client requests and ensure follow-through within firm policies

Collaborate with Transportation Tax and Accounting teams to deliver quality outcomes

Contribute to process improvements and team efficiency initiatives

Support team goals and assist colleagues as needed

Assist in managing operations within the Pittston PRIME Hub call center

Core Competencies

Strong customer service experience, including handling complaints and resolving complex issues

Ability to communicate complex information with clarity, professionalism, and empathy

Excellent written and verbal communication skills

Strong phone presence (voice quality, grammar, listening skills)

Ability to thrive in a fast-paced, goal-oriented environment

Strong organizational, multitasking, and time management skills

Detail-oriented with strong analytical and problem-solving abilities

Ability to work both independently and collaboratively

Maintain strict client confidentiality

Technical Skills:

Microsoft Office (Word, Excel, PowerPoint)

CRM and call center systems

Ability to learn and navigate internal software platforms

Compensation & Benefits

We offer a competitive and transparent total compensation package:

Competitive hourly rate based on experience

Total compensation model including:

Base hourly rate

Performance-based incentive (Balanced Scorecard program)

Incentives earned and partially paid monthly based on performance

192 hours of PTO annually

Health and dental insurance (employee-only options fully covered)

Company-paid short-term and long-term disability

Company-paid life insurance

Safe Harbor 401(k) with employer contributions

Position Details

Full-time, non-exempt position (eligible for overtime)

Standard schedule aligned with office hours; some weeks may exceed 40 hours

In-office role

Qualifications

1–2 years of customer support experience preferred

Strong customer service mindset with goal-oriented approach

Physical Requirements

Ability to sit and work at a computer for extended periods

Frequent communication via phone and computer

Close vision and ability to adjust focus

Reasonable accommodations may be made as needed

Additional Requirements

Ability to pass a CJIS background check

This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

Our Award-Winning Firm: We’re proud to be recognized by local, regional, and national organizations for our distinctive culture, great work environment, and our focus on ethics, quality and economic impact. Abacus’ distinctions include:

Inside Public Accounting’s Top 300 Firm in the U.S. #280 – 2024, 2025

An Inside Public Accounting’s Fastest Growing Firm in the U.S. - 2024

Accounting Today’s No. 16 Fastest-Growing Firm in the U.S. – 2024

An Accounting Today’s Top Regional Leader in the Midwest – 2023, 2024

Inside Public Accounting’s Best of the Best Firms – 2023

A Biz 417’s Best Place to Work – 2021, 2022, 2023, 2024, 2025

An Accounting Today’s Top 100 Best Firms to Work For – 2009, 2010, 2020

2021 Better Business Bureau Torch Award Recipient – highlighting ethics and quality

Finalist for Springfield Business Journal’s Economic Impact Awards – 2021, 2023

Website: AbacusPro.com

“Abacus!”, an independent member of the Crete Professionals Alliance, is the brand name under which Abacus CPAs, LLC and Abacus Business Consulting, LLC provide professional services. Abacus CPAs, LLC and Abacus Business Consulting, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Abacus CPAs, LLC is a licensed independent CPA firm that provides attest services to its clients, and Abacus Business Consulting, LLC provide tax and business consulting services to their clients. Abacus Business Consulting, LLC is not licensed as a CPA firm. The entities falling under the Abacus! brand are independently owned and are not liable for the services provided by any other entity providing the services under the Abacus! brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Abacus CPAs, LLC and Abacus Business Consulting, LLC.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

Company-Paid Life and Long-Term & Short-Term Disability Insurance

Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

Classic Safe Harbor 401(k) Plan with employer contributions

Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.