Client Services & Operations Coordinator

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 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