We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion.
Responsibilities:
- Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions.
- Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use.
- Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule.
- Draft engagement letters, written client communications, and other administrative materials needed to support daily operations.
- Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs.
- Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems.
- Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks.
- Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines.
- Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
- At least 5 years of relevant experience, including a minimum of 3 years in a public accounting or similar firm environment.
- Hands-on familiarity with accounting firm platforms and workflow applications such as Rightworks, SmartVault, ProConnect, QuickBooks Online, or comparable systems.
- Working knowledge of tax season processes, including document intake, return coordination, and deadline-driven client support.
- Strong written and verbal communication skills with the ability to interact effectively with clients and internal teams.
- Excellent organizational abilities and careful attention to detail when handling records, correspondence, and time-sensitive materials.
- Proficiency with Microsoft Outlook, Word, and Excel for scheduling, communication, and document preparation.
- Ability to manage competing priorities and remain effective in a high-volume environment with multiple deadlines.
- Sound judgment, discretion, and a client-centered approach to service delivery.