Client Services - Office Administrator

Come and make ripples of positive impact with us.

At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.

We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together — Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.

About the Position

As a Client Services Team Member you’ll provide fundamental client service and operational skills support, and work collaboratively with all members of the organization to deliver an exceptional client experience. 

What you’ll get to do

Greet all clients and visitors with attentive, professional service. Serve as the first point of contact for Integrated Tax Services, assisting clients via phone, email, or in person by addressing inquiries and directing them to the appropriate team member.

Maintain the lobby and reception area to reflect Integrated Tax Services’ professional standards and create a welcoming environment.

Communicate with clients regarding general inquiries, tax return status updates, and payments, ensuring timely and accurate responses.

Schedule client appointments and meetings.

Distribute client information electronically or in hard copy based on client preferences, maintaining confidentiality and accuracy.

Collaborate closely with team members to provide an exceptional client experience and support a cohesive, service-oriented environment.

Manage invoicing, payment processing, and collections, including the preparation and distribution of invoices, statements, and related financial reports.

Ensure accuracy and integrity of client data across integrated systems; extract and compile reports as needed for analysis and operational support.

Support team members with various administrative tasks, including:

Scanning and uploading client workpapers to project files

Downloading, processing, and reviewing received documents to ensure completeness

Assisting with document handling in accordance with procedures

Assist with the coordination, maintenance, and improvement of administrative systems and processes.

Manage incoming and outgoing mail efficiently and in a timely manner.

Practice the firm’s shared values—Practice Curiosity, Stay Humble, Build Connection, Bring Energy, Think Big—and represent the brand with professionalism and integrity in all interactions.

What you'll bring to the team

Associate degree or equivalent from a two-year college or technical school.

Two years of relevant experience and/or training in a business environment, or an equivalent combination of education and experience.

Experience with Thomson Reuters tax software is preferred.

A general understanding of financial and tax-related terminology.

Strong technical skills with the ability to quickly learn and navigate office software, communication tools, and industry-specific systems with confidence and efficiency.

A polished, professional appearance and demeanor in all workplace interactions and communications.

Strong mathematical skills and numerical accuracy.

Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.

Proficiency in using Microsoft Office applications, particularly Outlook, Excel, and Word, for routine tasks and communications.

A high level of accuracy when handling client information and completing assigned work.

Strict confidentiality of client data and internal company information at all times.

Effective time management, ability to meet deadlines and prioritize tasks.

Ability to work independently with minimal supervision.

About Integrated Tax Services

At Integrated Tax Services, we’re more than just tax preparation professionals and accountants. We’re number translators. Numbers are an integral part of everyone’s life story and woven into all facets of life. And, for many, it’s confusing and daunting. We untangle the complicated and build relationships with our clients to help them understand what the numbers mean and how it affects their life story.

Our Employee Value Proposition

At Integrated Tax Services, we live by our shared values: Practice Curiosity, Stay Humble, Build Connection, Think Big, and Bring Energy. We believe in the power of collaboration and the impact of a positive work environment.

We are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.

Total Rewards: We offer a competitive salary, comprehensive benefits, and performance-based rewards to ensure you feel valued for your contributions.

Team Culture: We foster a collaborative, inclusive culture where each team member’s unique strengths are celebrated. Together, we tackle challenges, create meaningful work, and share in our successes.

Learning & Development: Your professional growth is important to us. We provide ongoing opportunities for learning and development, whether through workshops, mentorship, or other resources, to support your personal and career goals.

Work Environment: We believe in providing a supportive work environment that fosters strong leadership. Our beautifully designed offices create a welcoming and inspiring space, equipped with the resources you need to succeed. We emphasize work-life harmony to help you thrive both professionally and personally.

Perks

In addition to a competitive salary based on experience, you can look forward to the camaraderie of tax season with our team. This means cultural perks like complimentary lunches, wellness activities and much more! Our team member benefits package includes:

Paid Holidays - 9 paid company holidays (which includes the day after tax season) plus 1 floating holiday per calendar year.

PTO - Full-Time team members accrue PTO (between 12 -24 days per year depending on length of service).

Insurance - Eligible team members (and eligible dependents) can elect medical, dental, vision, life insurance/AD&D and long-term disability.

401(k) Retirement Plan - 100% vesting upon eligibility.

Other Compensation - Team members may receive performance bonuses and profit share.

If you’re ready to be part of a dedicated team that values growth and client excellence, apply today!

Integrated Tax Services is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.