Accounting Admin & Client Services Specialist

TeamWorks Accounting PLLC; Plymouth (MI); On-site; USD 38,000 - 52,000; Full time

Job summary

TeamWorks Accounting PLLC is seeking a highly organized, dependable Administrative Assistant to support the daily operations of our accounting firm. This role is ideal for someone who thrives in a fast-paced environment, delivers excellent client service, and can manage multiple priorities with accuracy and discretion.

The successful candidate will greet clients, handle calls and emails, schedule calendars, maintain client files, assist with tax season workflows, and support billing and light

Qualifications

• Previous administrative, office, or receptionist experience required; accounting, tax, or professional services experience preferred.
• Strong organizational and multitasking skills with excellent attention to detail.
• Professional verbal and written communication skills.
• Proficiency with Microsoft Office, especially Outlook, Word, and Excel.
• Ability to work independently, follow through on tasks, and take initiative.

Responsibilities

• Serve as the first point of contact for clients and visitors by greeting them in person and providing courteous, professional customer service by phone and email.
• Answer, direct, and manage incoming calls, email correspondence, other communications in a timely and professional manner.
• Schedule appointments, maintain calendars for staff, and support day-to-day office coordination.
• Organize, maintain, and update client files and records, both electronic and paper, ensuring accuracy and confidentiality.
• Assist with tax season workflow, including client document collection, tracking, and follow-up communications and preparation of documents as needed.
• Scan, copy, file, and prepare documents and correspondence as needed.
• Monitor office supplies and help coordinate general office needs and administrative support tasks.
• Assist with billing, invoicing, and light bookkeeping tasks as assigned.
• Support accountants and firm leadership with administrative projects, special assignments, and other office-related tasks.
• Maintain strict confidentiality and professionalism when handling sensitive client and financial information.

Skills

Organizational skills

Multitasking

Professional communication

Microsoft Office

Outlook

Education

High School Diploma

Tools

Microsoft Office Suite

Excel

Outlook

Job description

TeamWorks Accounting PLLC is seeking a highly organized, dependable Administrative Assistant to support the daily operations of our accounting firm. This role is ideal for someone who thrives in a fast-paced environment, delivers excellent client service, and can manage multiple priorities with accuracy and discretion.

The successful candidate will greet clients, handle calls and emails, schedule calendars, maintain client files, assist with tax season workflows, and support billing and light