Client Service & Tax Workflow Administrator

Schlaupitz Madhavan, P.C.; Ann Arbor (MI); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance options

401(k) plan with employer match

Voluntary long‑term and short‑term-dis

Job summary

Schlaupitz Madhavan, P.C. (SMCPA) in Ann Arbor seeks a skilled Client Service Administrator to support client service, billing, and workflow for our growing CPA practice.

You will manage client communications, scheduling, document processing, e-file work, and office operations while collaborating with staff to deliver accurate, timely engagements. A detail‑oriented, collaborative professional who can work extended hours during peak tax periods will thrive in our respectful, fast‑moving

Qualifications

• Prior administrative, client service, accounting, or similar office experience.
• Willing to work extended hours during peak tax periods.
• Strong attention to detail and the ability to maintain accurate records and information.
• Excellent organization and time management; able to manage multiple priorities.
• Professional, responsive client service with strong written and verbal communication skills.
• Ability to work independently and with a team.
• Strong problem-solving, follow-up, and prioritization 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 and procedures.

Responsibilities

• Provide administrative and client service support to 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.

Skills

Administrative support

Client service

Time management

Detail-oriented

Professional communication

Tools

CCH Axcess

CCH Axcess Workstream

QuickBooks

Zoom

Microsoft Teams

Microsoft Office

Outlook

Excel

Word

Job description

Schlaupitz Madhavan, P.C. (SMCPA) in Ann Arbor seeks a skilled Client Service Administrator to support client service, billing, and workflow for our growing CPA practice.

You will manage client communications, scheduling, document processing, e-file work, and office operations while collaborating with staff to deliver accurate, timely engagements. A detail‑oriented, collaborative professional who can work extended hours during peak tax periods will thrive in our respectful, fast‑moving