Client Service Manager

3 weeks ago

Jacksonville Beach, United States Swindell, Bohn, Durden & Phillips - CPAs & Advisors Full time

SBDP has been recognized as Accounting Today’s #1 Best Small Firm to Work For in 2024, as well as a Best Places to Work in 2024 by the Jacksonville Business Journal. We appreciate our amazing, talented employees who are committed to our core values.


We are a midsize firm that provides excellent client service (tax, small business accounting, and audit) primarily to small business and healthcare providers. Our nonofficial motto is “how would you want _____ if you were the client?” Our clients are not just numbers, we go beyond the numbers to be trusted business advisors. Similarly, our staff are not just employees, but part of the work family. We are located blocks from the Atlantic Ocean and have a beach lifestyle attitude while giving the very best in client service.


While we work hard to service clients and provide them access to the best information and the healthiest financial outlook, we also believe in taking care of our staff. We have a uniquely open and friendly environment and highly flexible management team allowing any member of the team to suggest improvements, give or receive assistance with a project, and create growth opportunities.


Client Service Manager


The Client Service Manager is an administrative support role within a service segment of SBDP. They provide support to managers, staff and clients by handing a variety of tasks in order to ensure that all interactions between SBDP and clients are positive and productive. They serve as a client point of contact for the SBDP team.


This role reports to work in-office in Jacksonville Beach, FL (no remote or hybrid).


Job Description


We are looking for a multi-tasker with excellent communication skills and an upbeat attitude. Candidates should be able to assist engagement mangers with monitoring client projects (WIP) to guarantee projects are completed by target due dates; work with clients on document requests and follow-up to ensure timely receipt of requested information; and transmit client deliverables at completion of project.


Successful candidates should be professional, polite and have excellent organization skills. CSMs should be comfortable with computers, general office tasks, and excel at both verbal & written communication.


Responsibilities include:


  • Management of WIP/due dates for department in conjunction with the director
  • Client point of contact
  • Document requests
  • Transmit to clients of department
  • Engagement letter /Proposals
  • Scheduling appointments
  • Client onboarding
  • Client database management
  • Department specific duties (Tax, CAS, Dental & Mid-Market/A&A)


This position is a direct report to the partner & operations manager of the department. There will be additional coordination with the CSMs from other departments and the partner & director of CAS.


CAS Department Specific Duties (Client Accounting Services)

  • Review W2/1099 processes with CAS staff & coordinate with admin staff
  • 1099 software renewal (Accountability)
  • Order W2/1099 supplies
  • ACA reporting
  • Maintain various checklists for bookkeeping jobs, compilation to ensure QC compliance


Job Qualifications


  • Minimum of High school diploma; associate degree in business or accounting is preferred.
  • Minimum of two (2) years of administrative experience, preferably at a CPA firm.
  • Strong organization skills and ability to juggle multiple tasks and priorities.
  • Experience with accounting.
  • Advanced computer skills (Microsoft Office Suite, Thomson Reuters/Practice CS), and comfortable with new technology.
  • Ability to follow instructions, and read, write, and communicate clearly and concisely in English.
  • Ability to exercise judgment and confidentiality.
  • Ability to deal effectively and maintain cooperative working relationships with firm staff and clients.


Work/Life Balance Employee Benefits:


At SBDP, we show our appreciation for our hardworking employees by offering a comprehensive employee benefits package. Our benefits package includes:

  • Professionals generally only work 36 hours per week outside of busy season
  • Office is closed on Fridays (May through December)
  • 100% Firm-paid Healthcare
  • 100% Firm-paid Dental Insurance
  • 100% Firm-paid Life Insurance
  • Optional Vision Insurance
  • Firm Contribution to Health Savings Account
  • Flexible Spending Accounts
  • 401(k) & 401(k) Employer Match
  • 11 Firm-paid Holidays
  • Firm-paid Community Service Days
  • Firm-paid CPE Credits

Additional perks that we enjoy: community service volunteering, monthly happy hours, firm-provided lunches and other activities.


Visa sponsorship is not available for this position.


Location:


Jacksonville has it all, with 22 miles of stunning beaches combined with all the amenities of a metropolitan hotspot. There are multiple professional sports teams, theaters, symphonies, world-class fishing, and an up-and-coming food and wine scene Best of all, Jacksonville is a spread-out, small city, so no need to worry about all the headaches of city life.

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