Client Service Associate

Client Service Associate (CSA)

Why This Opportunity Stands Out:

• Be the central connector between clients, accountants, managers, and leadership—your work is visible and valued
• Work in a firm that trusts you with ownership, judgment, and process improvement
• Access modern technology, workflow systems, and AI-enabled research tools
• Receive 100% employer-paid medical, dental, and vision coverage and generous PTO
• Earn meaningful bonuses, including overtime, client referrals, and employee referrals
• Join a collaborative, stable firm focused on accountability and continuous improvement

Key Responsibilities for the Client Service Associate (CSA):

• Coordinate client engagements from intake through completion
• Manage client communication, document collection, and portal support
• Track deadlines, outstanding items, and workflow status across engagements
• Support tax return processing, e-signatures, and filing coordination
• Maintain accurate documentation within firm systems
• Assist with accounts receivable and administrative workflows as needed

Qualifications for the Client Service Associate (CSA):

• Experience with workflow systems, CRM platforms, or document management tools
• Background in public accounting, tax, financial services, legal, or professional services is required
• Strong organizational skills with the ability to manage multiple deadlines
• Clear, professional written and verbal communication skills

Timing is everything. We specialize in placing accounting and finance professionals, and many of our positions are not posted online. Whether you are actively job hunting or just passively considering opportunities, we would love to connect with you to discuss this role and other exciting opportunities in the industry.

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