What are the responsibilities and job description for the Client Services Representative (Canton) position at Nichols Cauley?
Job Details
Description
Nichols Cauley is a full-service accounting firm seeking a qualified Client Services Representative to join its expanding team.
For immediate hire: This person will provide administrative support by handling information requests, assisting our partners in our Canton office, preparing correspondence, scanning and processing tax returns, arranging conference calls, and scheduling meetings.
Essential Functions
Description
Nichols Cauley is a full-service accounting firm seeking a qualified Client Services Representative to join its expanding team.
For immediate hire: This person will provide administrative support by handling information requests, assisting our partners in our Canton office, preparing correspondence, scanning and processing tax returns, arranging conference calls, and scheduling meetings.
Essential Functions
- Assist with client billing monthly
- Electronic filing of tax returns and other information
- Assist with the implementation and maintenance of software systems related to the accounting profession
- Distribute daily correspondence such as phone calls, mail, email and faxes; prepare written communications for the management team
- Assist with office administration tasks, including the assembly and distribution of client information, interfacing with team members and clients, and scheduling of firm and team activities
- File and retrieve documents, records, and reports; scanning tax return information
- Assisting with purchasing, maintaining records management systems, and performing basic accounting services
- Prepare agendas and make arrangements for business meetings
- Additional responsibilities as assigned
- Must have knowledge of administrative procedures
- Proficient use of applicable technology; specifically Microsoft Office Applications (Outlook, Excel, Word, PowerPoint, etc.)
- Well organized with a high degree of accuracy and attention to detail
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Ability to work with minimal supervision while fulfilling all obligations
- Strong customer service skills
- Experience in office environment and performing as an administrative assistant desirable.
- Compensation commensurate with experience
- 401K plan (with up to 4% salary paid employer contributions)
- Medical Insurance
- Dental Insurance
- Flexible work arrangements
- Generous Paid time-off & Holidays
- Flexible spending accounts
- Employee life insurance
- Supplemental life insurance for Employee and Dependents
- Long-term Disability insurance
- Short-term Disability insurance
- Accidental death & dismemberment insurance
- Paid parental leave
- Childcare Assistance