Anders
accounting
ClientAdministrativeSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Administrative Specialist at Anders. Skills: client service, administrative support, professional support. Serve as a point of contact for clients, partners, and team members. Initiate and answer client phone calls and respond to email inquiries”
What You'll Achieve.
delivering outstanding results; serving as a catalyst for those striving to achieve their highest potential; delivering exceptional client service; ensure timely assist with processing extensions
Industry & Context.
Problem identification and solution skills; Escalate client feedback and identify opportunities to improve service and processes
authorized to work in the United States now and in the future without requiring sponsorship
What They're Looking For.
Must Have
2-4 years of experience in a client service, administrative or professional support role, Experience with Microsoft Office products (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat
Nice to Have
Bachelor’s degree preferred or equivalent experience, 2-4 years of experience in professional services industry preferred, Experience with CRM systems preferred
What You'll Do.
Serve as a point of contact for clients
Initiate and answer client phone calls and respond to email inquiries
Follow communication procedures
and scripts to provide accurate
timely answers and solutions
Maintain records of client interactions
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
and other financial documents
Process and track status of client tax returns to ensure timely assist with processing extensions
Use firm’s portal for secure document transfer and retention
and edit letters and other correspondence per firm procedures
and maintain engagement letters
Provide regular support in database entry
electronic image retention (scanning)
Actively support teamwork throughout the department and the firm
Assist in the implementation of quality improvement initiatives
How You'll Work.
Team & Collaboration
cross-functional coordination; vendor/stakeholder management; Serve as a point of contact for clients, partners, and team members; share with relevant parties to provide solutions; Actively support teamwork throughout the department and the firm
Communication Scope
responsive, proactive communication; Excellent interpersonal, written, and verbal communication skills
Full Job Description
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
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