Client Services & Data Management Specialist
Eastern Montgomery County, PA CPA Firm
Job Description
Job Description
The Client Services & Data Management Specialist is responsible for the accurate collection, organization, validation, security, and maintenance of client financial data and tax documents within the firm's secure portal, document management, and client management systems. This role supports client onboarding and serves as a key interface between clients and the firm's tax professionals.
The ideal candidate is highly organized, client-focused, comfortable handling confidential financial information, and able to manage competing priorities during deadline-driven periods. Strong technical aptitude and understanding of technology, with the ability to quickly master new software and systems.
Must have 5+ years of relevant experience, ideally with an accounting, law, or insurance firm. Must be fluent with Microsoft Office, general database and file management systems. This is not a remote or hybrid position.
Vacancy posted 4 days ago
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