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We are seeking an Administrative Assistant / Client Concierge to support client-facing administrative processes and internal workflow coordination in a detail oriented services environment. This role is critical in ensuring a smooth, timely, and high-quality experience for both clients and internal teams. The ideal candidate is organized, detail-oriented, and comfortable communicating with clients while keeping multiple workflows moving at once. This position works closely with CPAs, clients, and internal systems to support billing, workflow tracking, and overall client service delivery.
Job Responsibility:
Coordinate internal workflows and follow up on outstanding items to keep client work on track
Communicate with clients regarding administrative matters, billing questions, and document delivery
Process and distribute completed tax returns and related materials
Manage engagement letters, including preparation, tracking, and follow-ups
Assist with new client onboarding and setup in firm systems
Apply client payments and assist with accounts receivable tracking and follow-ups
Update workflow and tracking systems to reflect current project status
Escalate stalled or delayed work to appropriate team members
Provide general administrative support to ensure an efficient and detail oriented client experience
Requirements:
Previous experience in an administrative, client service, or office support role (detail oriented services or accounting firm experience is a plus)
Strong organizational skills with the ability to manage multiple priorities
detail oriented written and verbal communication skills
High attention to detail and follow-through
Comfortable working with internal systems, workflow tools, and standard office software
Ability to handle sensitive and confidential information appropriately
What we offer:
medical, vision, dental, and life and disability insurance