Senior Associate, Client Team Support

Andersen • Charlotte, NC

10h • Onsite

About The Position

The Client Team Support Senior Associate (CTSSA) will provide essential administrative, business development, and operational support to the managing directors and practice leadership to a newly formed, growing office. The CTSSA should demonstrate strong communication and interpersonal skills, with the ability to collaborate effectively within a team, thrive in a fast-paced environment, and manage multiple tasks simultaneously. A strong desire to learn and excel is essential. Given the growth-oriented nature of the office, this role also requires a strong entrepreneurial spirit, with the ability to take initiative, adapt quickly, and build processes where needed. The CTSSA must be adept at supporting multiple executives, possess excellent written and verbal communication abilities, and have experience drafting and proofreading documents.
This position is designated as fully on-site and requires in-office attendance during standard business hours.

Requirements

• Bachelor’s degree preferred;
• 5 or more years administrative experience, preferably in a professional services environment;
• Ability to use independent judgment in completing activities on time; must be detail-oriented and operate independently with minimal supervision;
• Positive team player with a “can do” attitude that is eager to learn, has pride in their work, and is willing to go above and beyond to get the job done;
• Excellent written and verbal communication skills;
• Strong attention to detail in areas of spelling, grammar and phone etiquette;
• Commitment to delivering exceptional client service by responding promptly, anticipating needs, and maintaining professionalism in all interactions;
• Ability to work in a deadline-driven environment and handle multiple projects/tasks with strong attention to detail ;
• Ability to work independently with minimal supervision and exercise good judgment/decision making when necessary and also supervise others, as applicable;
• Experience utilizing a Customer Relationship Management (CRM) solution
• MUST have knowledge and working experience with Adobe DC, Microsoft Office (Teams, Word, Excel, Outlook, and PowerPoint), and DocuSign;
• Full-time, on-site presence is an essential requirement of this role.

Responsibilities

• Managing calendars and assisting with coordinating virtual and in-person logistics for client meetings, internal meetings, trainings, and events including room setup, technology setup (Teams/Zoom) and support, and preparation (packaging, binding, printing) of materials.
• Assisting with the Client Acceptance Process (CAP), preparing engagement letters, maintaining Client Relationship Management (CRM) records, and coordinating annual tax compliance engagement letters.
• Performing office administrative duties such as answering phone calls, managing office supplies, restocking kitchen snacks, sorting and scanning mail, filing, faxing, photocopying, and organizing the office space.
• Supporting the electronic processing of tax returns and mailing completed tax return packages to clients. Note: Electronic processing involves submitting tax returns through the tax software rather than mailing them.
• Tax returns are prepared and sent to CTSSA when ready for electronic submission, and CTSSA is not expected to have knowledge of tax law.
• Managing and distributing FedEx/UPS shipments and other ad hoc mailings. Running errands outside the office, including trips to the post office for certified mail, Federal Express, etc.
• Maintaining and securing client files, ensuring accurate updates in CRM and detailed logs in Microsoft Excel to track the status and deadlines of client projects, with proactive follow-up to ensure projects are completed on schedule.
• Calendaring: Managing schedules and appointments.
• Chrome River (Expense Reports): Handling expense report submissions and management.
• Travel Support: Coordinating and organizing travel logistics.
• Business Development Activities: Supporting client follow-ups, scheduling prospect meetings, and other related tasks.

Benefits

• Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage.
• Employees may enroll in the firm’s 401(k) plan upon hire.
• We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees