Client Administrative Specialist

<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">The <strong>Tax&nbsp;Department</strong> of one of the fastest-growing accounting firms in the country, is seeking a<strong> Client Administrative Specialist&nbsp;</strong>who is motivated to learn, excited to collaborate and passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">In this role, you will be a key contributor to both client engagement and administrative operations within the tax department. You will provide responsive, proactive communication and support to clients, Partners, and team members, while also managing essential administrative tasks such as scheduling, document management, and meeting logistics. Success in this role requires professionalism, resourcefulness, strong technology skills, and a passion for delivering exceptional client service.</span></p> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>What You’ll Do:</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Serve as a point of contact for clients, partners, and team members</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Initiate and answer client phone calls and respond to email inquiries</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Follow communication procedures, guidelines, and scripts to provide accurate, timely answers and solutions</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Maintain records of client interactions, account information, and documents in appropriate systems</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Screen feedback and requests from clients and share with relevant parties to provide solutions</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Escalate client feedback and identify opportunities to improve service and processes</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Assemble tax returns, financial statements, and other financial documents</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Process and track status of client tax returns to ensure timely filing; assist with processing extensions</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Use firm’s portal for secure document transfer and retention</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Draft, format, and edit letters and other correspondence per firm procedures</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Prepare, send, and maintain engagement letters</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Provide regular support in database entry, electronic image retention (scanning), copying, and report writing</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Actively support teamwork throughout the department and the firm</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Assist in the implementation of quality improvement initiatives</span></li> </ul> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>What We’re Looking For: </strong>&nbsp;</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Excellent interpersonal, written, and verbal communication skills.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Professional appearance and cheerful demeanor.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong organization, time management, and administrative skills.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong attention to detail and ability to think quickly and critically.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Problem identification and solution skills.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to work independently with minimal supervision and as part of a team.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Highly organized and able to manage deadlines in a fast-paced, multi-tasking environment.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to maintain confidentiality and use discretion in sensitive matters.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Capacity to quickly learn and understand new procedures, workflows, and software applications.</span></li> </ul> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Your Qualifications:</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Bachelor’s degree preferred or equivalent experience</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">2-4 years of experience in a client service, administrative or professional support role</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">2-4 years of experience in professional services industry preferred</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience with Microsoft Office products (Outlook, Excel, Word, PowerPoint) and Adobe Acrobat</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience with CRM systems preferred</span></li> </ul><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p><span style="font-size: 16px;">The stated pay scale reflects the range that Anders reasonably expects to pay for this position.  The actual pay rate for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and firm business practices.</span></p></div><div class="title">Salary Range</div><div class="pay-range"><span>$50,000</span><span class="divider">&mdash;</span><span>$65,000 USD</span></div></div></div><div class="content-conclusion"><p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: #661432;"><strong>Why You’ll Love Working Here:</strong></span></p> <p class="paragraph" style="margin: 0in; vertical-align: baseline;"><span style="color: #000000; font-size: 12pt;"><span class="normaltextrun"><span style="font-family: 'Arial',sans-serif;">At Anders, taking care of our employees is a top priority. Our welcoming and collaborative culture will make you feel like a part of the team from day one. From professional development opportunities to benefits that directly impact mental, physical and financial wellness, Anders offers unique incentives that enrich your life and facilitate growth, including our Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer. Learn more about our full benefit offerings, Work Flex program, and our Inclusion Network at our careers page: <a href="https://anderscpa.com/careers/working-at-anders/">anderscpa.com/careers/working-at-anders/</a></span></span></span></p> <p class="paragraph" style="margin: 0in; vertical-align: baseline;"><span class="eop" style="color: #000000; font-size: 12pt;"><span style="font-family: 'Arial',sans-serif;">&nbsp;</span></span></p> <p class="paragraph" style="margin: 0in; vertical-align: baseline;"><span style="color: #000000; font-size: 12pt;"><span class="normaltextrun"><span style="font-family: 'Arial',sans-serif;">All applicants for this position must be authorized to work in the United States now and in the future without requiring sponsorship. </span></span><span class="eop"><span style="font-family: 'Arial',sans-serif;">&nbsp;</span></span></span></p> <p class="paragraph" style="margin: 0in; vertical-align: baseline;"><span style="color: #000000; font-size: 12pt;"><span class="normaltextrun"><span style="font-family: 'Arial',sans-serif;"> </span></span><span class="eop"><span style="font-family: 'Arial',sans-serif;">&nbsp;</span></span></span></p> <p class="paragraph" style="margin: 0in; vertical-align: baseline;"><span style="color: #000000; font-size: 12pt;"><span class="normaltextrun"><span style="font-family: 'Arial',sans-serif;">For 60 years, Anders has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals. Every day, our partners and staff serve as a catalyst for those striving to achieve their highest potential and carry this mentality on to our clients and community. Ranked #75 on Accounting Today’s List of Top Accounting Firms and continually named a Top Workplace, Anders is a member firm of LEA Global, one of the largest international associations of independent accounting firms. For more information on Anders, visit anderscpa.com and follow us on Facebook, LinkedIn, and Instagram: @AndersCPA </span></span><span class="eop"><span style="font-family: 'Arial',sans-serif;">&nbsp;</span></span></span></p> <p><span style="font-family: arial, helvetica, sans-serif;"><span style="font-size: 16px;"><em>If you have questions about the data we collect and how it's used, view the <a href="https://anderscpa.com/privacy-policy-2/?/" target="_blank">Anders Privacy Policy</a>.&nbsp;&nbsp;</em></span></span></p></div>