Associate, Client Team Support

Andersen • McLean, VA

3d • $28 - $49 • Hybrid

About The Position

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!
At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Client Team Support Associate (CTSA) will provide essential administrative, business development, and operational support to the managing directors and practice leadership in the McLean office. The CTSA should demonstrate strong communication and interpersonal skills, with the ability to collaborate effectively within a team, thrive in a fast-paced environment, and manage multiple tasks simultaneously including billing, operations, marketing, and client service. A strong desire to learn and excel is essential. The CTSA must be highly effective in supporting multiple executives and broader CTS teams, possess strong written and verbal communication skills, and demonstrate exceptional attention to detail in drafting, reviewing, and proofreading documents.
This position is designated as hybrid and requires 60% in-office attendance during standard business hours.

Requirements

• Bachelor’s degree preferred
• Ability to use independent judgment in completing activities on time; must be detail-oriented and operate independently with minimal supervision
• Positive team player with a “can do” attitude that is eager to learn, has pride in their work, and is willing to go above and beyond to get the job done
• Effective written and oral communication skills
• Strong attention to detail in areas of spelling, grammar and phone etiquette
• Commitment to delivering exceptional client service by responding promptly, anticipating needs, and maintaining professionalism in all interactions
• Experience utilizing a Customer Relationship Management (CRM) solution
• MUST have knowledge and working experience with Adobe DC, Microsoft Office (Teams, Word, Excel, Outlook, and PowerPoint), and DocuSign.
• Access to a personal vehicle and a valid driver’s license to accommodate local travel and operational support needs.
• Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Responsibilities

• Managing calendars and assisting with coordinating virtual and in-person logistics for client meetings, internal meetings, trainings, and events including room setup, technology setup (Microsoft, Zoom) and support, and preparation (packaging, binding, printing) of materials.
• Assisting with the Client Acceptance Process (CAP), preparing engagement letters, maintaining Client Relationship Management (CRM) records, and coordinating annual tax compliance engagement letters.
• Performing office administrative duties such as answering phone calls, managing office supplies, restocking kitchen snacks, sorting and scanning mail, filing, faxing, photocopying, and organizing office space.
• Supporting the electronic processing of tax returns and mailing completed tax return packages to clients. Note: Electronic processing involves submitting tax returns through the tax software rather than mailing them.
• Tax returns are prepared and sent to CTS when ready for electronic submission, and CTS is not expected to have knowledge of tax law.
• Managing and distributing FedEx/UPS shipments and other ad hoc mailings. Running errands outside the office, including trips to the post office for certified mail, Federal Express, etc.
• Maintaining and securing client files, ensuring accurate updates in CRM and detailed logs in Microsoft Excel to track the status and deadlines of client projects, with proactive follow-up to ensure projects are completed on schedule.
• Calendaring: Managing schedules and appointments.
• Expense Management (Emburse Enterprise Expense): Handling expense report submissions and management in a timely manner.
• Travel Support: Coordinating and organizing travel logistics.
• Business Development Activities: Supporting client follow-ups, scheduling prospect meetings, and other related tasks.

Benefits

• Employees (and their families) are covered by medical, dental, vision, and basic life insurance.
• Employees are able to enroll in our firm’s 401(k) plan upon hire.
• We offer paid time off, beginning at 160 hours annually and provides twelve paid holidays throughout the calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees