Client Service & Operations Coordinator

Schlaupitz Madhavan, P.C.; Ann Arbor (MI); In loco; USD 45.000 - 72.000; Tempo pieno

Descrizione del lavoro

Schlaupitz Madhavan, P.C. in Ann Arbor seeks an experienced Client Service Administrator to support client service, scheduling, billing, and workflow for our professional staff. The role emphasizes accuracy, organization, and timely communication with clients and internal teams.

You will manage client information in CCH Axcess, coordinate document intake, assist with e-file approvals, and help maintain smooth office operations during peak periods while providing exceptional service.

Competenze

• Experience in administrative or client service roles in a professional setting.
• Ability to work extended hours during peak tax periods.
• Strong attention to detail and accuracy in record-keeping.
• Excellent organization and time management with multiple priorities.
• Professional, responsive client service and strong written/verbal communication.
• Ability to work independently and collaboratively in a team.
• Problem-solving and prioritization in a high-volume environment.
• Ability to maintain confidentiality of client and firm information.

Mansioni

• Provide administrative and client service support to staff, including scheduling, billing, and project coordination.
• Maintain accurate client information and files in CCH Axcess.
• Set up and maintain CCH Axcess Workstream projects with complete workflows.
• Manage client document intake, scanning, filing, and delivery of tax returns and statements.
• Assist with tax engagement workflow, e-file authorizations, and e-filing processes.
• Assist with billing and accounting, including invoices and deposits.
• Provide reception and general office support and coordinate meetings and conferences.
• Coordinate office logistics, supplies, and facilities requests.

Conoscenze

Administrative experience

Client service

Accounting basics

Microsoft Office

CCH Axcess familiarity

Communication skills

Time management

Strumenti

CCH Axcess

CCH Axcess Workstream

QuickBooks

Zoom

Microsoft Teams

Outlook

Excel

Word

Descrizione del lavoro

Schlaupitz Madhavan, P.C. in Ann Arbor seeks an experienced Client Service Administrator to support client service, scheduling, billing, and workflow for our professional staff. The role emphasizes accuracy, organization, and timely communication with clients and internal teams.

You will manage client information in CCH Axcess, coordinate document intake, assist with e-file approvals, and help maintain smooth office operations during peak periods while providing exceptional service.