About the Company
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting. 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 viaphone, email, and in-person interactionsin a professional and timely manner
- Supportclient onboarding, retention, and service inquiries
- Review customer accounts forcontract changes and service level updates
- Communicate complex financial information clearly and professionally
- Prepare professional correspondence forthird-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 withTransportation Tax and Accounting teamsto deliver quality outcomes
- Contribute toprocess improvementsand team efficiency initiatives
- Support team goals and assist colleagues as needed
- Assist in managing operations within thePittston PRIME Hub call center
Core Competencies
- Strong customer service experience, includinghandling complaints and resolving complex issues
- Ability to communicate complex information withclarity, professionalism, and empathy
- Excellentwritten and verbal communication skills
- Strong phone presence (voice quality, grammar, listening skills)
- Ability to thrive in afast-paced, goal-oriented environment
- Strong organizational, multitasking, and time management skills
- Detail-oriented with stronganalytical and problem-solving abilities
- Ability to work bothindependently and collaboratively
- Maintain strictclient 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 ratePerformance-based incentive (Balanced Scorecard program)
- 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 ofcustomer 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 aCJIS 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.
