Client Service Administrator

Smcpafirm; Ann Arbor (MI); Hybrid; USD 48,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance options

401(k) plan with employer match

Voluntary disability insurance

HSA/FSA cards

Paid time off

Job summary

Schlaupitz Madhavan, P.C. (SMCPA) is seeking an experienced Client Service Administrator in Ann Arbor to provide administrative, client service, workflow, and operational support for staff and clients.

The role covers scheduling, billing, document processing, tax engagement workflow, e-filing, and office administration. The CSA will maintain client information in CCH Axcess, manage Workstream projects, handle document intake, and assist with billing and office operations while delivering

Qualifications

• Prior administrative, client service, accounting, or professional services experience.
• Comfortable extended hours during peak tax periods.
• Strong detail orientation and accurate record-keeping.
• Excellent organization and ability to manage multiple priorities.
• Professional, responsive client service with strong communication.
• Ability to work independently and with a team.

Responsibilities

• Provide administrative and client service support to staff, including scheduling, billing, and projects.
• Maintain accurate client information in CCH Axcess and related data.
• Set up and manage CCH Axcess Workstream projects with due dates and budgets.
• Manage client document intake, processing, and delivery of tax returns and statements.
• Support tax engagement workflow, organizers, e-files, and acceptance monitoring.
• Assist with billing, deposits, and ACH payments.
• Reception and general office support: calls, visitors, mail, and conference rooms.
• Coordinate supplies, meetings, and office logistics; support special projects.

Skills

Administrative experience

Client service

Attention to detail

Time management

Communication skills

Team collaboration

Problem solving

Confidentiality

Microsoft Office

Learning new software

Tools

CCH Axcess

CCH Axcess Workstream

QuickBooks

Zoom

Microsoft Teams

Job description

Schlaupitz Madhavan, P.C. (SMCPA) is a growing CPA and advisory firm recognized for its collaborative culture, high standards, and commitment to excellence. We’re seeking an experienced Client Service Administrator (CSA) to provide administrative, client service, workflow, and operational support to our professional staff and clients at our Ann Arbor office.

The Client Service Administrator will play an important role in keeping client engagements and day‑to‑day office operations organized, accurate, and moving forward. This position supports client communications, scheduling, billing, document processing, tax engagement workflow, e‑filing, and general office administration while delivering professional and responsive service to both clients and internal teams.

What You’ll Do

• Provide administrative and client service support to professional staff, including client communications, scheduling, project coordination, time entry, billing, and special projects.
• Maintain accurate client information and files in CCH Axcess, including contact information, responsible parties, client groups, billing groups, and other required data.
• Set up and maintain CCH Axcess Workstream projects, ensuring assignments, budgets, due dates, and workflow information are complete and accurate.
• Manage client document intake and processing, including scanning, filing, assembling, mailing, and delivering tax returns, financial statements, and other client work.
• Support tax engagement workflow, including file roll‑forwards, organizers, engagement letters, extensions, e‑file authorizations, e‑filing, acceptance monitoring, and resolving rejected returns.
• Assist with billing and accounting functions, including preparing invoices, relieving unbilled work‑in‑process, and processing deposits and ACH payments.
• Provide reception and general office support, including answering and routing calls, greeting visitors, managing mail and deliveries, maintaining directories, and coordinating conference rooms.
• Help maintain an organized and professional office by coordinating supplies, shredding services, facilities requests, meetings, events, lunches, and other office logistics.
• Assist with other administrative, client service, and operational needs as directed.

What You Bring

• Prior experience in an administrative, client service, accounting, professional services, or similar office environment.
• Comfortable working extended hours during peak tax periods.
• Strong attention to detail and the ability to maintain accurate records and information.
• Excellent organization and time‑management skills, with the ability to manage multiple priorities and meet deadlines.
• Professional, responsive approach to client service and strong written and verbal communication skills.
• Ability to work independently while collaborating effectively with a team.
• Strong problem‑solving, follow‑up, and prioritization skills, particularly in a high‑volume environment.
• Ability to maintain confidentiality and handle sensitive client and firm information with professionalism.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Ability to learn and effectively use firm‑specific software, systems, and procedures.
• Preferred Skills:
  • Experience in a public accounting or professional services environment.
  • Experience with CCH Axcess, CCH Axcess Workstream, QuickBooks, or similar accounting and workflow systems.
  • Experience with tax return processing, e‑filing, billing, accounts receivable, or client engagement administration.
  • Familiarity with Zoom and Microsoft Teams.

Physical Requirements

This role operates in a professional office environment and routinely uses standard office equipment. The position may require sitting or standing for extended periods, working at a computer, communicating in person and by phone, and occasionally lifting or moving standard office materials.

Work Location

• Compensation: To be determined based on experience and qualifications.
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance options
• 401(k) plan with employer match
• Voluntary long‑term and short‑term disability options
• HSA/FSA cards
• Paid time off

Join a team that values collaboration, initiative, and excellence, and play a key role in supporting exceptional client service and smooth administrative operations across a growing firm built on trusted relationships and long‑term success.

Equal Opportunity Employer

Schlaupitz Madhavan, PC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age (40 or older), disability, genetic information, height, weight, marital status, familial status, pregnancy, or hair texture and style.