Client Services Associate

Job Description

Job Description

Helping Clients Succeed. Helping Professionals Thrive.

Simons Bitzer is a boutique CPA firm established in 1995 that focuses on helping businesses and ultra-high net worth families reach their goals. Our clients are progressive and they desire more than just accounting and tax services.

 

OVERALL SUMMARY OF POSITION

More Than an Administrative Role

Do you enjoy keeping things organized, solving problems, working with people, and making sure the details don't fall through the cracks? Are you looking for a position where your work makes a real difference to a professional team?

Simons Bitzer & Associates is seeking a Client Services Associate to play an important role in supporting our accounting and tax professionals and delivering an excellent client experience. This position offers variety, meaningful responsibility, and the opportunity to work closely with both clients and team members in a professional, fast-paced environment.

As a Client Services Associate, your ability to effectively work in our fast-paced environment is essential. You will be responsible for managing multiple projects, prioritizing daily assignments, and providing support to our technical team. Your ability to build positive relationships with both clients and team members will contribute to your success at our firm.

 

This is an excellent opportunity for an individual who enjoys variety in their work, takes pride in delivering quality results, and wants to be a valued member of our team.

 

JOB RESPONSIBLITIES:

• Provide support to our Accounting and Tax Departments, including processing, proofreading, and assembling accounting reports and tax returns.
• Coordinate client information, communicate with clients regarding missing or required information, and ensure information is properly documented and communicated to the appropriate team members.
• Process tax return information, assist with extensions and e-filing, and help ensure completed returns are accurate and properly transmitted.
• Monitor client projects and work closely with managers and the technical team to help keep work moving and deadlines on track, particularly during busy season.
• Maintain databases, filing systems, client information, and other records while supporting engagement letters and client proposals.
• Provide professional client service through communications, scheduling, surveys, and delivery of completed work.
• Be a key member of our administrative team by providing backup for telephone coverage, daily statistics, coordinating meals, and other day-to-day firm needs.

 

And so, what does it take to be part of our team? The ideal candidate will have a minimum of 3 years of administrative experience, with public accounting experience a strong plus. Strong client service and communication skills, exceptional attention to detail, and excellent proofreading and organizational abilities are essential. The successful candidate will be able to manage multiple priorities, meet deadlines, and adapt to changing client and technical team needs. We are looking for a dependable, hardworking team player who can work effectively both independently and collaboratively. Proficiency in Microsoft Word, Outlook, and Excel is required, along with the ability to learn and adapt to other software and systems.

COMPENSATION & BENEFITS

We reward talent and are committed to offering competitive compensation for exceptional candidates.

COMPENSATION: $50,000 +

Bonus Eligibility : Performance-based bonuses.

 

Benefits May Include : Health insurance/Simple Plan with employer match/Paid Time Off and Paid Holidays

\nCompany Description

Why Join Our Team?

At Simons Bitzer, you’ll be more than just a number—you’ll be part of a collaborative team that values relationships, professional growth, and making a meaningful impact for our clients. As a boutique CPA firm, we provide the opportunity to work closely with business owners and ultra-high net worth families, tackle complex challenges, and gain experience beyond traditional accounting and tax services, including controllership and consulting.

We believe in investing in our people through mentorship, continued learning, and opportunities to grow professionally. Our team members enjoy a supportive culture where their ideas are valued, their contributions are recognized, and they can build a rewarding career while maintaining a healthy work-life balance.

If you are looking for a firm where you can make a difference, develop your skills, and be part of a team that truly cares about its clients and employees, we invite you to explore a future with Simons Bitzer.

What Makes Us Different?
Every day presents new challenges and opportunities to grow. Unlike firms where your work is limited to one specialty, you’ll gain experience across multiple service areas, including:
•\tOutsourced Controllership and CFO Services
•\tStrategic Planning and Business Consulting
•\tAccounting and Financial Statement Analysis Services
•\tTax Planning Preparation and Compliance
Career Opportunities Beyond Traditional Public Accounting
Many accounting professionals eventually choose between public accounting and private industry. At our firm, you do not have to choose.

Because we provide outsourced controllership and consulting services, you’ll gain valuable experience typically only found inside private companies and ultra-high net worth families, while enjoying the diversity and advanced opportunities of public accounting. This creates a unique career path with exceptional long-term growth potential.

You’ll develop expertise in:
•\tFinancial leadership
•\tBusiness operations
•\tStrategic decision-making
•\tTeam leadership
•\tClient advisory services

Your Future Starts Here!

Company Description

Why Join Our Team?\n\nAt Simons Bitzer, you’ll be more than just a number—you’ll be part of a collaborative team that values relationships, professional growth, and making a meaningful impact for our clients. As a boutique CPA firm, we provide the opportunity to work closely with business owners and ultra-high net worth families, tackle complex challenges, and gain experience beyond traditional accounting and tax services, including controllership and consulting.\n\nWe believe in investing in our people through mentorship, continued learning, and opportunities to grow professionally. Our team members enjoy a supportive culture where their ideas are valued, their contributions are recognized, and they can build a rewarding career while maintaining a healthy work-life balance.\n\nIf you are looking for a firm where you can make a difference, develop your skills, and be part of a team that truly cares about its clients and employees, we invite you to explore a future with Simons Bitzer.\n\nWhat Makes Us Different?\nEvery day presents new challenges and opportunities to grow. Unlike firms where your work is limited to one specialty, you’ll gain experience across multiple service areas, including:\n•\tOutsourced Controllership and CFO Services\n•\tStrategic Planning and Business Consulting\n•\tAccounting and Financial Statement Analysis Services\n•\tTax Planning Preparation and Compliance\nCareer Opportunities Beyond Traditional Public Accounting\nMany accounting professionals eventually choose between public accounting and private industry. At our firm, you do not have to choose. \n\nBecause we provide outsourced controllership and consulting services, you’ll gain valuable experience typically only found inside private companies and ultra-high net worth families, while enjoying the diversity and advanced opportunities of public accounting. This creates a unique career path with exceptional long-term growth potential.\n\nYou’ll develop expertise in:\n•\tFinancial leadership\n•\tBusiness operations\n•\tStrategic decision-making\n•\tTeam leadership\n•\tClient advisory services\n\nYour Future Starts Here!