Client Administrative Specialist

The Tax Department of one of the fastest-growing accounting firms in the country, is seeking a Client Administrative Specialist who is motivated to learn, excited to collaborate and passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential.

In this role, you will be a key contributor to both client engagement and administrative operations within the tax department. You will provide responsive, proactive communication and support to clients, Partners, and team members, while also managing essential administrative tasks such as scheduling, document management, and meeting logistics. Success in this role requires professionalism, resourcefulness, strong technology skills, and a passion for delivering exceptional client service.

What You’ll Do:

• Serve as a point of contact for clients, partners, and team members
• Initiate and answer client phone calls and respond to email inquiries
• Follow communication procedures, guidelines, and scripts to provide accurate, timely answers and solutions
• Maintain records of client interactions, account information, and documents in appropriate systems
• Screen feedback and requests from clients and share with relevant parties to provide solutions
• Escalate client feedback and identify opportunities to improve service and processes
• Assemble tax returns, financial statements, and other financial documents
• Process and track status of client tax returns to ensure timely filing; assist with processing extensions
• Use firm’s portal for secure document transfer and retention
• Draft, format, and edit letters and other correspondence per firm procedures
• Prepare, send, and maintain engagement letters
• Provide regular support in database entry, electronic image retention (scanning), copying, and report writing
• Actively support teamwork throughout the department and the firm
• Assist in the implementation of quality improvement initiatives

What We’re Looking For:

• Excellent interpersonal, written, and verbal communication skills.
• Professional appearance and cheerful demeanor.
• Strong organization, time management, and administrative skills.
• Strong attention to detail and ability to think quickly and critically.
• Problem identification and solution skills.
• Ability to work independently with minimal supervision and as part of a team.
• Highly organized and able to manage deadlines in a fast-paced, multi-tasking environment.
• Ability to maintain confidentiality and use discretion in sensitive matters.
• Capacity to quickly learn and understand new procedures, workflows, and software applications.

Your Qualifications:

• Bachelor’s degree preferred or equivalent experience
• 2-4 years of experience in a client service, administrative or professional support role
• 2-4 years of experience in professional services industry preferred
• Experience with Microsoft Office products (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat
• Experience with CRM systems preferred