Senior Associate, Client Team Support

Client Team Support Senior Associate (CTSSA)

The CTSSA will provide essential administrative, business‑development, and operational support to the managing directors and practice leadership of a newly formed, growing office. The role requires strong communication and interpersonal skills, the ability to collaborate within a team, thrive in a fast‑paced environment, and manage multiple tasks simultaneously. A strong entrepreneurial spirit and an eagerness to learn and excel are essential.

This position is fully on‑site and requires in‑office attendance during standard business hours.

• Managing calendars and coordinating virtual and in‑person logistics for client meetings, internal meetings, trainings, and events, including room setup, technology setup (Teams/Zoom), and material preparation (packaging, binding, printing).
• 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 the office space.
• Supporting the electronic processing of tax returns and mailing completed tax return packages to clients.
• Managing and distributing Fed Ex/UPS shipments and other ad hoc mailings; running errands outside the office.
• 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.

• Calendaring:
  Managing schedules and appointments.
• Chrome River (Expense Reports):
  Handling expense report submissions and management.
• Travel Support:
  Coordinating and organizing travel logistics.
• Business Development
  
  Activities:
  
  Supporting client follow‑ups, scheduling prospect meetings, and other related tasks.

• Bachelor’s degree preferred.
• 5 or more years administrative experience, preferably in a professional services environment.
• 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, eager to learn, proud of their work, and willing to go above and beyond to get the job done.
• Excellent written and verbal communication skills.
• Strong attention to detail in spelling, grammar, and phone etiquette.
• Commitment to delivering exceptional client service by responding promptly, anticipating needs, and maintaining professionalism in all interactions.
• Ability to work in a deadline‑driven environment and handle multiple projects/tasks with strong attention to detail.
• Experience utilizing a Customer Relationship Management (CRM) solution.
• MUST have knowledge and working experience with Adobe DC, Microsoft Office (Teams, Word, Excel, Outlook, PowerPoint), and Docu Sign.
• Full‑time, on‑site presence is an essential requirement of this role.

Our firm offers a competitive base salary and a comprehensive benefits package designed to support the well‑being, growth, and long‑term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit

Applicants must be currently authorized to work in the United States on a full‑time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H‑1B status).

Andersen Tax is an equal‑opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law.

All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.