Job Description

Job Description

Job Description

NOTE: This position requires on-site presence and is not a remote role.

1. Client Service Administrator Duties:

a. Interaction with firm clients:

• Greet clients and maintain positive relationship with customers – be the front office face of the firm
  • ·Assist with systems to identify & manage client expectations
  • ·Assist with efforts to measure & monitor client satisfaction & loyalty
• Answer phone, take messages & check voicemail daily to forward to the correct person
• Assist clients with drop off and pick up of information, including assistance with completing tax forms (signatures and payments)
• Manage quality and timeliness of all deliverables promised to clients.
  • Serve as a link between staff and management (including dissemination of information to all appropriate personnel)
  • Confirm appointments with clients, including pulling tax files and filing out interview sheet for appointments

b. Support for accounting & tax services to clients

• Track & monitor client information
  • Log client tax return information dropped off
  • Log and forwarding all packages received
• Advise R&N Operations Manager of any issues scanning of tax documents into on-line filing system
• Process and distribute completed client tax returns and/or client financial information for pick-up or other delivery methods
• Assist with client contact management and client marketing activities
  • Maintain & update client database information in Microsoft Outlook & third-party contact management software – including additions, deletions, and changes such as name, address, email, phone number, etc.
  • Send various client emails
  • Support other marketing or client contact efforts as requested
• Assist with preparation of annual tax season checklist for completeness & accuracy
• Assist with solving problems to maintain and improve efficient workflow

c. Mail and/or email various reports & information to clients as needed (e.g. quarterly payroll reports, annual reports, etc.)

d. Assist with collection process from firm’s clients

• Accept payments, including credit cards, from clients
• Record client payments in both the firm’s practice management software and accounting system
• Create & make bank deposits
• Distribute monthly client statements

2. Office Administrator Duties:

a. Provide weekly update to Management Team, including client satisfaction issues

b. Open & sort all incoming mail

c. Manage vendor relations for office services, including payments as needed

d. Upkeep of physical office

• Maintain a clean & organized appearance in the reception area, conference room and copy room
• Provide updates to R&N Operations Manager to ensure adequate inventory of office supplies forms & checklists at all times
• Water plants

3. During off-tax season, assist Management Team with projects

4. P erformance Profile/Qualifications:

a. Excellent verbal, quantitative and presentation skills along with a positive attitude. A smiling disposition and “people skills” are a must.

b. Detail obsessed & ability to meet deadlines efficiently in a faced-paced environment

c. Comprehensive understanding of a CPA firm is a plus

d. Software experience – Outlook, Word, PowerPoint, Excel, QuickBooks

e. Ability to be a self-starter and able to move ahead with minimum supervision

f. Process-oriented, with the ability to manage many tasks at once

g. Excellent ability to work with a diverse group of people with successful results

h. Ability to learn new technology & new processes that the firm introduces in the work environment along with being able to simultaneously navigate multiple software programs on a daily basis

i. Implementing ideas, policies and procedures to insure that we exceed client expectations.

big firm capabilities with small firm personality, professional company culture

Company Description

big firm capabilities with small firm personality, professional company culture

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