Client Team Support Associate

Andersen • McLean, VA

11h • Hybrid

About The Position

Andersen is hiring a Client Team Support Associate to provide administrative and operational support to client teams and directly assigned Managing Directors. The role supports client and internal meetings, office operations, tax-return processing and delivery, client-file management, and business development activities. Client Team Support Associates receive tax returns from preparers for electronic submission; tax-law knowledge is not expected.

The position requires at least 60% in-office attendance, with schedules coordinated in advance to ensure team coverage. Additional in-office attendance may be required based on business needs. The role is non-exempt and is offered for work in Metro D.C. at an expected hourly rate of $28.27–$40.87, depending on qualifications.

Requirements

• Ability to use independent judgment, complete activities on time, work independently with minimal supervision, and pay close attention to detail.
• Positive, collaborative attitude; eagerness to learn; pride in work; and willingness to go above and beyond to complete assignments.
• Effective written and oral communication skills.
• Strong attention to spelling, grammar, and phone etiquette.
• Commitment to exceptional client service, including prompt responses, anticipating needs, and professionalism.
• Working knowledge and 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 for local travel and operational support.
• At least 60% in-office attendance, with advance coordination of in-office schedules; additional attendance may be required based on business needs.
• Must be authorized to work in the United States on a full-time basis upon hire; candidates requiring employment visa sponsorship now or in the future will not be considered.

Nice To Haves

• Bachelor's degree preferred.

Responsibilities

• Manage calendars and coordinate logistics for virtual and in-person client meetings, internal meetings, trainings, and events, including room and technology setup and preparation of materials.
• Assist with the Client Acceptance Process and prepare applicable engagement letters for new clients; coordinate annual tax-compliance engagement letters.
• Perform office administrative duties, including answering calls, managing supplies, restocking kitchen snacks, sorting and scanning mail, filing, faxing, photocopying, and organizing office space.
• Support electronic processing of tax returns and mail completed tax-return packages to clients.
• Manage and distribute FedEx/UPS shipments and other mailings; run local errands, including trips to the post office.
• Maintain and secure client files, update detailed Excel logs tracking project status and deadlines, and follow up proactively to help ensure projects are completed on schedule.
• Manage schedules and appointments for assigned Managing Directors.
• Handle expense-report submissions and management using Emburse Enterprise Expense.
• Coordinate and organize travel logistics.
• Support business development activities, including client follow-ups and scheduling prospect meetings.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Basic life insurance
• 401(k) plan enrollment upon hire
• Paid time off beginning at 160 hours annually
• Twelve paid holidays per calendar year
• Discretionary employee bonuses for eligible employees based on individual and firm performance metrics

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed