Client Administrative Specialist
About this role
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
The stated pay scale reflects the range that Anders reasonably expects to pay for this position. The actual pay rate for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and firm business practices.
Why You’ll Love Working Here:
At Anders, taking care of our employees is a top priority. Our welcoming and collaborative culture will make you feel like a part of the team from day one. From professional development opportunities to benefits that directly impact mental, physical and financial wellness, Anders offers unique incentives that enrich your life and facilitate growth, including our Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer. Learn more about our full benefit offerings, Work Flex program, and our Inclusion Network at our careers page: anderscpa.com/careers/working-at-anders/
All applicants for this position must be authorized to work in the United States now and in the future without requiring sponsorship.
For 60 years, Anders has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals. Every day, our partners and staff serve as a catalyst for those striving to achieve their highest potential and carry this mentality on to our clients and community. Ranked #75 on Accounting Today’s List of Top Accounting Firms and continually named a Top Workplace, Anders is a member firm of LEA Global, one of the largest international associations of independent accounting firms. For more information on Anders, visit anderscpa.com and follow us on Facebook, LinkedIn, and Instagram: @AndersCPA
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