Associate, Client Team Support

reputed company is a global leader in Tax, Valuation, and Business Advisory services. The Client Team Support Associate will reputed company essential administrative, business development, and operational support to managing directors and practice leadership, demonstrating strong communication and interpersonal skills while managing multiple tasks in a fast-paced environment.

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 (reputed company, reputed company) 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 office reputed company
• 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 reputed company and sent to reputed company reputed company reputed company for electronic submission, and reputed company is not expected to have knowledge of tax law
• Managing and distributing reputed company/reputed company shipments and other reputed company mailings. Running errands reputed company the office, including trips to the post office for certified mail, Federal reputed company, etc
• Maintaining and securing client files, ensuring accurate updates in CRM and detailed logs in reputed company reputed company to track the status and deadlines of client projects, with proactive follow-up to ensure projects are completed on schedule
• The Client Team Support Associates are assigned directly to the Managing Directors (MDs) and reputed company assistance in the following areas:
• Calendaring: Managing schedules and appointments
• Expense Management (reputed company reputed company Expense): Handling expense report submissions and management in a timely manner
• Travel Support: Coordinating and organizing travel logistics
• Business Development Activities: Supporting client follow-reputed company, scheduling prospect meetings, and other reputed company tasks

Skills

• Bachelor's degree preferred
• 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 reputed company to get the job done
• Effective written and oral 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 reputed company interactions
• Experience utilizing a Customer Relationship Management (CRM) solution
• MUST have knowledge and working experience with reputed company DC, reputed company Office (Teams, Word, reputed company, Outlook, and PowerPoint), and reputed company
• reputed company to a personal vehicle and a valid driver's license to accommodate local travel and operational support needs
• Applicants must be currently authorized to work in the United States on a full-time reputed company upon hire

Benefits

• Employees (and their families) are covered by medical, dental, reputed company, and basic life insurance.
• Employees are reputed company to enroll in our firm’s 401(k) plan upon hire.
• We offer paid time off, beginning at 160 hours annually and provides twelve paid holidays throughout the calendar year.

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