Client Service Associate (CSA)

TD Consulting Group, PC•Milwaukie, OR

1d•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, Client Referral Bonus, Employee Referral Bonus)
Vacation: 120 hours annually
Sick Leave: 40 hours annually
Paid Holidays (12 total)
Flex Time
Half-Day Fridays (seasonal)
Medical & Dental: 100% employer-paid coverage for medical, dental, vision, and prescriptions.
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
Firm Mobile Apps
Cell Phone Reimbursement: $40 monthly
401K Retirement Plan with Firm match up to 4%
Professional Development Support (up to $1,200 CPA/EA exam reimbursement and 100% firm paid required CPE/licensing/OSCPA dues)
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