Client Service Administrator Team Lead

SCHLAUPITZ MADHAVAN PC•Troy, MI

5h•Hybrid

About The Position

Schlaupitz Madhavan, P.C. (SMCPA) is a growing CPA and advisory firm recognized for its collaborative culture, high standards, and commitment to excellence. We’re seeking an Administrative Lead to provide leadership and day-to-day oversight for the Client Service Administrator team while delivering executive administrative support to firm leadership. The Client Service Administrator Team Lead will support internal workflow deadlines, promote consistent administrative processes, and help ensure a high level of service to internal teams and clients. The ideal candidate is an experienced administrative professional and proactive team lead who is comfortable supervising and training others, documenting and suggesting process improvements, and oversee the firm’s facility maintenance needs.

Requirements

Minimum of seven years of administrative, office management, or related professional office experience preferred.
Supervisory, team lead, or strong administrative leadership experience strongly preferred.
Experience in a CPA firm, accounting firm, or professional services office preferred.
Associate degree, certificate in business, business administration coursework, or equivalent combination of education, training, and experience preferred.
Self-starter with strong initiative and follow-through.
Highly organized with the ability to prioritize competing deadlines.
Strong critical thinking, problem-solving, and decision-making skills.
Ability to lead by example, train others, and support team accountability.
Comfortable developing standard operating procedures and documenting best practices.
Process-oriented mindset with a desire to improve workflows and create consistency.
Professional communication skills and ability to work effectively with leadership, administrative staff, and professional team members.
Strong technology skills, including Microsoft Office and familiarity with client portals, e-signature tools, electronic delivery systems, and project management systems.
Flexible, service-oriented approach with willingness to step in where needed.

Responsibilities

Work closely with the Director of Operations to improve administrative processes, increase consistency, and support team effectiveness.
Daily oversight and support of the Client Service Administrator team to ensure administrative functions are completed accurately and timely.
Maintain full working knowledge of CSA team tasks and provide hands-on support as needed to meet internal workflow deadlines.
Provide ongoing training for current CSA team members and support onboarding for new administrative team members.
Oversee project workflows and partner with professional staff to identify and resolve issues.
Support executive administrative needs for firm leadership, including the Managing Director, CHRO, Director of Operations, and Training Team.
Coordinate facilities support and provide office oversight across locations as needed.
Support the onboarding of new clients and maintain accurate client profile information.
Update the administrative handbook, document and assist with the development of improved standard operating procedures and best practices.
Perform other duties and special projects as assigned.