Client Service Tax Administrator
3 weeks ago
Hansen CPA, a well-established, full-service accounting firm, is seeking a Client Services Coordinator (“CSC”) plays an integral role in firm operations, tax administration and client coordination. The CSC must understand the flow of work for the business line(s) they serve, including deadlines, processes, forms, and systems; applies this knowledge in their day-to-day activities.
We are a boutique accounting firm that provides a full suite of tax, accounting and business advisory services, personally tailored to help clients meet their unique financial goals. We believe the best results come from developing close relationships with our clients and do our best work as an extension of our clients’ teams.
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Our ideal candidate finds value in helping others, creating exceptional experiences, and delivering high-quality results. To be successful in this position, the CSC should thrive in an office environment, be extremely organized and detail oriented, demonstrate an eagerness for growth and learning opportunities, easily take direction, work efficiently, create stability for clients and colleagues during the “busy season”, think critically to solve business challenges, and embrace flexibility.
The CSC must understand the flow of work for the business lines they serve, including deadlines, processes, forms, and systems; and apply that knowledge in their day-to-day activities.
To schedule a confidential conversation regarding this position, or if you wish to discuss any other positions with our firm, please send a copy of your resume to HR@hansencpa.com.
OUR IDEAL CANDIDATE WILL:
u Value Helping Others
u Create Exceptional Experiences
u Deliver High-quality Results
u Thrive in a Fast-paced Office Environment
u Be Extremely Organized and Detail Oriented
u Demonstrate an Eagerness for Growth and Learning Opportunities
u Easily Take Direction
u Work Efficiently
u Create Stability
u Think Critically to Solve Business Challenges
u Embrace Flexibility
u Maintain a “Whatever it Takes” Mentality
TECHNOLOGY PROFICIENCY:
u MS Office Suite
u Adobe Acrobat
u Canopy for Tax - Practice Management Software (CRM)
u Wolter Kluwer CCH Axcess
The Client Services Manager supports Firm Operations, Tax Administration, and Client Coordination. The following list outlines several key responsibilities, but is not meant to be an exhaustive list:
u Leads Reception Activities (Ex. Phones, Emails, Incoming and Outgoing Mail, Greeting Clients, Conference Room Reservations and Other Meeting and Event Support)
u Coordinates Maintenance, Care, and Repair of Office Equipment, Facilities, and Supplies
u Manages a List of Important Dates and Key Deadlines with Firm Leadership
u Supports Workflow by Following Up on Assignments, Correspondence, and Internal Deadlines
u Leads the Client Billing and Accounts Receivable Processes
u Provides Tax & Administrative Support Across Multiple Business Lines (ex. Document Management, Status Tracking, Return Processing, Meal Orders, Expense Reporting, Proposal Preparation, Data Updates, etc.)
u Diagnoses Service Issues and Connects with the Appropriate Firm Resource for Resolution
u Other Duties as Assigned
With guidance and feedback, the Client Services Manager demonstrates success through several core competencies
Producing Quality Work
u Limits Rework by Producing Quality Deliverables on the First Attempt
u Organizes Work so that it Can Be Easily Interpreted by a Reviewer or Client
u Raises Priority for Conflicts to Management and Seeks Guidance on Technical Questions
u Demonstrates an Understanding of the Context of their Work
u Understands How the Firm Makes a Profit and Acts in a Manner that will Positively Impact the Firm
Personal Accountability
u Leads by Example
u Works Well in a Team Centric Environment
u Works Hard, Putting in Extra Effort When Necessary to Complete Assignments on Time
u Constructively Communicates Individual Capacity Challenges with Firm Leadership and Volunteers for Additional Work When Capacity Exists
u Takes on Challenges and Sees Tasks Through to Completion, Especially when Facing Obstacles
u Adapts Positively to Varying Work Environments and Changing Circumstances
u Graciously Accepts Constructive Feedback and Uses that Feedback to Guide Their Future Actions
Professional Communication
u Expresses Oneself Professionally, Orally and in Writing, Using Concise Language and Correct Grammer.
u Communications Comes Across Cordial and Pleasant
u Considers the Audience and Adjusts Appropriately
u Internally, Communicates in a Manner that is Most Efficient and Effective to the Professional
u Promptly Responds to Internal and External Requests
Compliance
u Understands and Complies with Applicable Laws, Regulations, and Firm Policies, Especially Cir. 230
u Understands the Firm’s Methodology and Procedures for Work and Deliverables
u Appropriately References and Documents Work
Any unsolicited resumes, including those sent to Hansen CPA employees or any other representative of Hansen CPA, will be considered the property of Hansen and will not obligate us to pay any referral or placement fee.
Hansen CPA complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.
Company DescriptionOur vision is to create an exceptional community of tax and accounting experts who are empowered to deliver an unparalleled, personalized experience for our clients. Our dynamic team leverages resources and technology to deliver the best results for our clients and the best environment for our team. No two days are alike. The ability to operate efficiently and effectively are key to success in this organization.Company DescriptionOur vision is to create an exceptional community of tax and accounting experts who are empowered to deliver an unparalleled, personalized experience for our clients. Our dynamic team leverages resources and technology to deliver the best results for our clients and the best environment for our team. No two days are alike. The ability to operate efficiently and effectively are key to success in this organization.-
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