Client Administrative Specialist

Anders•St. Louis, MO

6d•Hybrid

About The Position

The Tax Department of one of the fastest-growing accounting firms in the country, is seeking a Client Administrative Specialist who is motivated to learn, excited to collaborate and passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential. In this role, you will be a key contributor to both client engagement and administrative operations within the tax department. You will provide responsive, proactive communication and support to clients, Partners, and team members, while also managing essential administrative tasks such as scheduling, document management, and meeting logistics. Success in this role requires professionalism, resourcefulness, strong technology skills, and a passion for delivering exceptional client service.

Requirements

Excellent interpersonal, written, and verbal communication skills.
Professional appearance and cheerful demeanor.
Strong organization, time management, and administrative skills.
Strong attention to detail and ability to think quickly and critically.
Problem identification and solution skills.
Ability to work independently with minimal supervision and as part of a team.
Highly organized and able to manage deadlines in a fast-paced, multi-tasking environment.
Ability to maintain confidentiality and use discretion in sensitive matters.
Capacity to quickly learn and understand new procedures, workflows, and software applications.
Experience with Microsoft Office products (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat

Nice To Haves

Experience with CRM systems preferred

Responsibilities

Serve as a point of contact for clients, partners, and team members
Initiate and answer client phone calls and respond to email inquiries
Follow communication procedures, guidelines, and scripts to provide accurate, timely answers and solutions
Maintain records of client interactions, account information, and documents in appropriate systems
Screen feedback and requests from clients and share with relevant parties to provide solutions
Escalate client feedback and identify opportunities to improve service and processes
Assemble tax returns, financial statements, and other financial documents
Process and track status of client tax returns to ensure timely filing; assist with processing extensions
Use firm’s portal for secure document transfer and retention
Draft, format, and edit letters and other correspondence per firm procedures
Prepare, send, and maintain engagement letters
Provide regular support in database entry, electronic image retention (scanning), copying, and report writing
Actively support teamwork throughout the department and the firm
Assist in the implementation of quality improvement initiatives