Associate, Client Team Support

Andersen is a global leader in Tax, Valuation, and Business Advisory services. The Client Team Support Associate will provide 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 (Microsoft, 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 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 CTS when ready for electronic submission, and CTS 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
• The Client Team Support Associates are assigned directly to the Managing Directors (MDs) and provide assistance in the following areas:
• Calendaring: Managing schedules and appointments
• Expense Management (Emburse Enterprise Expense): Handling expense report submissions and management in a timely manner
• Travel Support: Coordinating and organizing travel logistics
• Business Development Activities: Supporting client follow-ups, scheduling prospect meetings, and other related 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 beyond 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 all interactions
• 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
• Access 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 basis upon hire

Benefits

• Employees (and their families) are covered by medical, dental, vision, and basic life insurance.
• Employees are able 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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