Client Experience Lead — Audit & Client Services

Armanino LLP; Boise, Northern (ID, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO and sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino LLP is seeking a detail-focused professional to serve as a liaison between clients and Audit & Attest teams. This role emphasizes accuracy in data reconciliation, timely delivery of schedules, and maintaining strong client service across engagements.

You will support data import procedures, document workpapers, and ensure compliance with the firm’s quality control standards while working closely with COE and audit staff in a dynamic environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field, or equivalent client service or administrative services experience.
• With Bachelor’s degree: 1 year’s experience. Without Bachelor’s degree: 3+ years client service or administration services experience.
• Strong organizational, multi-tasking, and project management skills.
• Ability to resolve issues independently.
• Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement.
• Practice discretion and discernment in dealing with client and Firm matters.

Responsibilities

• Bring consistent positive energy to the workplace and to the completion of your job duties.
• You will be a key ambassador of the firm to its clients and a key liaison between the firm’s clients and Audit & Attest teams.
• Maintain a client service focus and communicate with both the Trust teams and client personnel in a friendly and professional manner.
• Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner.
• Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support.
• Update supervisor of job status and engagement issues in a timely and consistent manner.
• Working with the client, COE, and audit teams, assist in the completion of data import procedures and required data reconciliation and completeness procedures.
• Complete procedures to document the accuracy of financial schedules.
• Prepare clear and accurate workpapers.
• Understand and comply with the Firm’s quality control policy.

Skills

Organizational skills

Multi-tasking

Project management

Issue resolution

Discretion and discernment

Education

Bachelor’s degree in Accounting, Finance, or related field

Equivalent client service or administrative experience

Tools

Microsoft Office Suite

Adobe Acrobat Engagement

Job description

Armanino LLP is seeking a detail-focused professional to serve as a liaison between clients and Audit & Attest teams. This role emphasizes accuracy in data reconciliation, timely delivery of schedules, and maintaining strong client service across engagements.

You will support data import procedures, document workpapers, and ensure compliance with the firm’s quality control standards while working closely with COE and audit staff in a dynamic environment.