Onsite Tax & Client Services Administrator

Ultimate Staffing; Boulder (CO); On-site; USD 55,000 - 60,000; Full time

Job summary

Ultimate Staffing, partnering with a well-established public accounting firm in Boulder, CO, is seeking a Tax & Client Services Administrator to support tax and advisory teams. This on-site role emphasizes professional client service, meticulous records, and efficient office coordination to keep workflows running smoothly.

You will manage client communications, coordinate meetings, process tax documents, maintain filing systems, and assist with vendor invoicing.

Qualifications

• 2+ years of administrative, office management, or client-facing experience.
• Strong verbal and written communication skills.
• Excellent attention to detail and organizational abilities.
• Professional phone presence and client-facing experience.
• Ability to prioritize tasks and manage multiple deadlines.
• Proficiency with Microsoft Office Suite (Outlook/Word/Excel).

Responsibilities

• Serve as a primary point of contact for clients via phone, email, and in-person interactions.
• Schedule meetings and coordinate calendars for advisors, accountants, and clients.
• Prepare and distribute annual tax organizers and client communications.
• Maintain accurate client records and correspondence within firm systems.
• Process vendor invoices and manage office operations.
• Support tax workflow by routing documents and monitoring status.

Skills

Client service

Communication

Organization

Prioritization

Professional phone presence

MS Office

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Document management software

Job description

Ultimate Staffing, partnering with a well-established public accounting firm in Boulder, CO, is seeking a Tax & Client Services Administrator to support tax and advisory teams. This on-site role emphasizes professional client service, meticulous records, and efficient office coordination to keep workflows running smoothly.

You will manage client communications, coordinate meetings, process tax documents, maintain filing systems, and assist with vendor invoicing.