Client Service Associate (CSA) - CPA Firm

TD Consulting Group, PC•Milwaukie, OR

5d•Onsite

About The Position

The Client Service Associate (CSA) plays a key role in supporting both the client experience and daily operations at TD Consulting Group. This position serves as a central point of coordination between clients, accountants, managers, and firm leadership to help keep projects organized and deadlines on track. This is not a traditional administrative support role. CSAs are expected to manage workflow coordination, client communication, deadline tracking, and process execution across the firm. Successful candidates are organized, dependable, proactive, and comfortable operating in a fast-paced, deadline-driven environment.

Requirements

Experience with workflow systems, CRM platforms, project tracking tools, and document management software required.
Strong organizational and time-management skills
Excellent written and verbal communication
High attention to detail and strong follow-through
Professionalism, sound judgment, and problem-solving abilities
Ability to manage multiple priorities and work both independently and collaboratively

Nice To Haves

Experience in public accounting, tax, financial services, legal, or other professional services environments preferred

Responsibilities

Serve as a contact for client communication and support
Assist clients with document collection, portal access, e-signatures, and tax return delivery
Monitor outstanding items and follow up proactively
Provide professional, responsive, and client-focused service
Maintain clear communication and accurate expectations throughout the client experience
Coordinate client projects from intake through completion
Monitor deadlines, workflow status, and outstanding items to help keep projects moving efficiently
Support all team members with workflow and project coordination
Identify bottlenecks, communication gaps, or operational risks, as well as propose resolution or escalate issues appropriately
Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures
Maintain accurate documentation within firm systems
Support accounts receivable and administrative operations as needed
Collaborate with team members during both standard and peak tax seasons

Benefits

Competitive pay based on experience and contribution
Bonuses
48+ Bonus: Any hours worked in excess of 48 per week are paid at your hourly rate. This bonus is paid monthly with regular wages.
Client Referral Bonus: You will receive 15% of collections (adjusted for realization) for the first three years on each new client referred. This is paid with Payroll in May of each year.
Employee Referral Bonus: Refer an employee and receive a $2,500 bonus after they complete 90 days of employment.
Vacation: 120 hours annually, accrued monthly. (Prorated initially)
Sick Leave: 40 hours annually, provided in lump sum at the start of each year. (Prorated initially)
Paid Holidays (12 total)
Flex Time: Flex time lets you step away for occasional appointments without using sick or vacation, as long as the time is made up in the same Sunday-to-Saturday workweek.
Half-Day Fridays: From the second Friday in May through the second Friday in August, the office closes at noon on Fridays, giving the option to work a compressed schedule while still meeting a 40hr week.
Medical & Dental: 100% employer-paid coverage for medical, dental, vision, and prescriptions. Dependents may enroll via payroll deductions.
Long-Term Disability: 100% employer-paid via reimbursement.
Oregon Paid Family Medical Leave: Firm covers 100% of both employer and employee portions.
Short-Term Disability & Life Insurance: Available at employee cost via payroll deduction.
360 Recognition Program: Give and receive monthly kudos that can be redeemed for gift cards or other custom awards.
Firm Mobile Apps: BambooHR, Outlook, Slack IMs, Desk Phone Extension, and 2-factor MFA.
Cell Phone Reimbursement: $40 monthly (non-taxable) for business use of personal cell phones.
401K Retirement Plan: Eligible to enter the plan after 1000 hours of service, with plan entry each quarter. A Firm match of up to a 4% will apply.
Professional Development Support: Includes up to $1,200 CPA/EA exam reimbursement and 100% firm paid required CPE/licensing/OSCPA dues.
Ai and Industry Research Tools: A full suite of industry resources including multiple Ai platforms are available for all staff.
Along with your issued laptop, a docking station, 3 monitors, and mouse/keyboard, web cam, and speaker/mic are provided for both your workplace in the office and your home office.