Hybrid Client Services & Operations Specialist

Stevans & Associates, PLLC; Pittsburgh (Allegheny County); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Performance-based bonus opportunities

Professional development and education

Job summary

Stevans & Associates, PLLC is a growing mid-sized regional business advisory firm providing accounting, tax preparation and planning, payroll, and business consulting to businesses of all sizes and individuals. The firm combines innovative digital tools with personalized guidance to deliver efficient, accurate, and accessible financial solutions.

The successful candidate will support internal operations and day-to-day client service, working with Microsoft 365, Karbon Practice Management,

Qualifications

• Strong client-facing skills with a focus on relationship-building.
• Excellent written and verbal communication abilities.
• Basic understanding of finance or financial services operations.
• High level of organization and attention to detail.
• Comfort with cloud-based tools and office productivity software.
• Ability to work independently and in a hybrid setting.
• Relevant experience in professional services or accounting/financial services.

Responsibilities

• Support client billing, payment processing, accounts receivable follow-up, and collections coordination.
• Maintain accurate administrative and operational records and recurring processes.
• Assist with office operations, vendor coordination, and scheduling logistics.
• Organize digital files, standardize information, and improve internal processes.
• Use technology and automation to reduce manual work and improve consistency.
• Support onboarding, special projects, and events coordinated by the Firm Administrator.
• Communicate professionally with clients, vendors, and team members and follow through on tasks.

Skills

Client-facing skills

Excellent communication

Finance/financial services knowledge

Organizational skills

Tech-savvy with cloud tools

Hybrid/work adaptability

Professional services experience

Education

Post-secondary education in business/finance

Tools

Microsoft 365

Karbon Practice Management

QuickBooks Online

Xero

Job description

Stevans & Associates, PLLC is a growing mid-sized regional business advisory firm providing accounting, tax preparation and planning, payroll, and business consulting to businesses of all sizes and individuals. The firm combines innovative digital tools with personalized guidance to deliver efficient, accurate, and accessible financial solutions.

The successful candidate will support internal operations and day-to-day client service, working with Microsoft 365, Karbon Practice Management,