About Us: TDA is a public accounting firm known for our excellence in auditing, tax consulting, and financial advisory services. With a strong commitment to integrity, professionalism, and client satisfaction, we serve a wide range of businesses and individual clients. Our team is currently looking to welcome a Client Services Manager.

Job Description: Client Service Managers play a vital role in supporting our firm’s day-to-day operations and enhancing our efficiency. This position includes handling administrative tasks, supporting our accounting professionals, and ensuring smooth communication within the team and with our clients. The ideal candidate is organized, proactive, and excels in a fast-paced, dynamic environment.

Responsibilities:

• Serve as the first point of contact for the firm, managing reception duties, and providing exceptional customer service.
• Assist in scheduling and coordinating meetings, appointments, and client engagements.
• Facilitate internal and external communications, including managing email correspondence and phone calls.
• Prepare, organize, and maintain documents and records related to client accounts and firm operations.
• Support accounting staff with administrative tasks, such as document preparation and data entry.
• Manage office supplies inventory and order materials as needed.
• Assist in the preparation of reports, presentations, and proposals.

Skills and Expertise:

• High school diploma or equivalent; further education or certification in office administration is a plus.
• At least 2 years of experience in an administrative role, preferably in a public accounting or professional services firm. (Preffered)
• Proficiency in MS Office (Word, Excel, Outlook) and familiarity with accounting software.
• Excellent organizational and time management skills.
• Strong communication and interpersonal abilities.
• Ability to handle confidential information with discretion.
• A proactive approach to problem-solving with strong decision-making skills.

We Offer:

· Competitive pay & bonus structure

· 401(k)

· Dental insurance

· Disability insurance

· Flexible schedule

· Health insurance

· Life insurance

· Paid time off

· Professional development assistance

· Referral program

· Retirement plan

· Vision insurance

This position offers a unique opportunity to contribute to the success of our firm while growing professionally in a supportive and dynamic environment. If you are passionate about administrative excellence and ready to take the next step in your career, we would love to hear from you.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Overtime

Ability to Relocate:

• Walpole, MA 02081: Relocate before starting work (Required)

Work Location: Hybrid remote in Walpole, MA 02081