Kansas Staffing
Client Success & Administrative Specialist
Kansas Staffing, Manhattan, Kansas, United States, 66502
Client Success & Administrative Specialist
Join a firm that values connection, growth, and meaningful work. At Varney & Associates, CPAs, we are more than a public accounting firmwe are a team of people who care about our clients, our community, and each other. Recognized as one of Accounting Todays Best Firms to Work For, weve built a culture thats warm, supportive, and full of opportunities to grow. The Client Success & Administrative Specialist plays a critical role in delivering an exceptional client experience. This in-office position serves as the central administrative support for relationship managers across all service lines. Responsibilities include assisting clients with document intake, navigating software platforms, and ensuring timely follow-up on administrative items. The ideal candidate is organized, proactive, and committed to client success. What Youll Do: Serve as the main point of contact for incoming client phone calls, providing a friendly and professional experience. Assist clients in navigating the company portal and tax delivery software. Respond promptly and professionally to client inquiries and requests. Receive and process electronic documents through various platforms. Monitor client accounts for outstanding items and ensure timely completion of document submissions. Review client tax information for completeness and request missing documentation. Collaborate with internal teams to resolve issues and ensure a positive client experience. Scan tax information, assemble final tax returns in paper format, and prepare electronic deliverables through tax delivery software. Maintain client files and update client information in the project management system. Manage incoming and outgoing mail; distribute to team members. Assist with billing and other administrative tasks as needed. Refill office snacks and beverages. Perform other duties as assigned. What Were Looking For: Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite. Excellent written and verbal communication skills. Ability to manage multiple tasks, prioritize effectively, and work independently. Commitment to confidentiality and sound judgment. Ability to work in a fast-paced environment with frequent interruptions. Prior experience in financial services, accounting, or administrative support is a plus.
Join a firm that values connection, growth, and meaningful work. At Varney & Associates, CPAs, we are more than a public accounting firmwe are a team of people who care about our clients, our community, and each other. Recognized as one of Accounting Todays Best Firms to Work For, weve built a culture thats warm, supportive, and full of opportunities to grow. The Client Success & Administrative Specialist plays a critical role in delivering an exceptional client experience. This in-office position serves as the central administrative support for relationship managers across all service lines. Responsibilities include assisting clients with document intake, navigating software platforms, and ensuring timely follow-up on administrative items. The ideal candidate is organized, proactive, and committed to client success. What Youll Do: Serve as the main point of contact for incoming client phone calls, providing a friendly and professional experience. Assist clients in navigating the company portal and tax delivery software. Respond promptly and professionally to client inquiries and requests. Receive and process electronic documents through various platforms. Monitor client accounts for outstanding items and ensure timely completion of document submissions. Review client tax information for completeness and request missing documentation. Collaborate with internal teams to resolve issues and ensure a positive client experience. Scan tax information, assemble final tax returns in paper format, and prepare electronic deliverables through tax delivery software. Maintain client files and update client information in the project management system. Manage incoming and outgoing mail; distribute to team members. Assist with billing and other administrative tasks as needed. Refill office snacks and beverages. Perform other duties as assigned. What Were Looking For: Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite. Excellent written and verbal communication skills. Ability to manage multiple tasks, prioritize effectively, and work independently. Commitment to confidentiality and sound judgment. Ability to work in a fast-paced environment with frequent interruptions. Prior experience in financial services, accounting, or administrative support is a plus.