Client Service / Administrative Specialist

Job Description

Job Description

Bring your administrative skills to a growing CPA firm where you can make a meaningful difference, support a woman owned business and with a growth path into a project manager or client account manager role (if you want it).

This is YOUR opportunity to continue to grow your career. Apply your exceptional customer service, leadership, and organization. You will have the support of a small team of CPAs, the CEO and Banks - the 4 legged furry office mascot Labrador Retriever.

This is a full time opportunity, Monday – Friday, schedule flexible with a start at 8 : 30am preferred.

Client Service / Administrative Specialist - Your Job Duties :

As the Client Service / Administrative Specialist, you will be the first point of contact with Firm clients and supporting back office administrative functions including general admin, supporting the CEO and client service.

Client Customer Service

• Serve as the first point of contact with Firm clients that visit the office, send email inquiries and call in, providing customer service, answering their questions and providing support (ie : helping them log into their online client portal)
• Assist with incoming email volume into the Firm including new client inquiries, existing client customer service matters and correspondence, client check ins
• Assist in tracking and managing projects, deadlines and deliverables (i.e. requests for information, signatures on client documents and engagement letters, follow ups for information, collection requests)

CEO Support

Sales Enablement & Client Onboarding

Other Administrative

Client Service / Administrative Specialist - Your Growth Opportunity

Opportunity to grow into additional responsibilities and learnings as the Firm grows, including business intelligence and metric monitoring, project and workflow management and team work planning.

A successful Client Service / Administrative Specialist is someone that is an organizational guru and enjoys being “the glue” that brings the office together and keeps work moving forward. (And being an animal lover doesn't hurt!)

Client Service / Administrative Specialist – You Bring (Required Skills, Experience & Team Fit)

Client Service / Administrative Specialist – You Might Have (Not Required)

Client Service / Administrative Specialist – Benefits, Salary, Work

You will work 100% in office in Roseville, California.

Your compensation will be $30 to $34 per hour (or $62,000 to $71,000 on salary), depending on experience. Part-time option is available as well, or part time during the summer months and full time over the tax busy season, based on your unique needs and schedule.

You will be provided with medical, dental and vision insurance package options, a 401k retirement plan with a company match for you, and additional insurance options (like pet insurance for your fur babies).

Salary : $62,000 - $71,000