Client Services & Office Operations Specialist

SCHLAUPITZ MADHAVAN PC; Ann Arbor (MI); On-site; USD 52,000 - 68,000; 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 is seeking an experienced Client Service Administrator to support staff and clients with administrative, scheduling, billing, and tax workflow tasks.

The role emphasizes accuracy, confidentiality, and professional client service, with responsibilities spanning document processing, e‑filing, and office operations. The position offers a collaborative culture and growth within a growing CPA firm.

Qualifications

• 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 and prioritization skills in a high-volume environment.
• Maintain confidentiality and handle sensitive client and firm information.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Willingness to learn and use firm-specific software.

Responsibilities

• Provide administrative and client service support to staff, including scheduling, time entry, billing, and special projects.
• Maintain accurate client information and files in CCH Axcess.
• Set up and maintain CCH Axcess Workstream projects with budgets and due dates.
• Manage client document intake, scanning, filing, and delivery of tax returns and financial statements.
• Support tax engagement workflow, including organizers, engagement letters, e-file authorizations, and filings.
• Assist with billing: invoices, unbilled work-in-process, deposits, and ACH payments.
• Provide reception and general office support: calls, visitors, mail, and conference rooms.
• Coordinate supplies, facilities, meetings, events, and office logistics.
• Assist with other administrative, client service, and operational needs.

Skills

Attention to detail

Time management

Communication skills

Organizational skills

Team collaboration

Microsoft Office

Public accounting exposure

CCH Axcess (experience)

CCH Axcess Workstream

QuickBooks

Zoom / Teams familiarity

Tools

CCH Axcess

CCH Axcess Workstream

QuickBooks

Zoom

Microsoft Teams

Job description

Schlaupitz Madhavan, P.C. (SMCPA) in Ann Arbor is seeking an experienced Client Service Administrator to support staff and clients with administrative, scheduling, billing, and tax workflow tasks.

The role emphasizes accuracy, confidentiality, and professional client service, with responsibilities spanning document processing, e‑filing, and office operations. The position offers a collaborative culture and growth within a growing CPA firm.