Client Service Associate

Client Service Associate (CSA)

Located in SE Portland
Salary: $75, depending on experience

• Be the central connector between clients, accountants, managers, and leadership—your work is visible and valued
• Work in a firm that trusts you with ownership, judgment, and process improvement
• Access modern technology, workflow systems, and AI‑enabled research tools
• Receive 100% employer‑paid medical, dental, and vision coverage and generous PTO
• Earn meaningful bonuses, including overtime, client referrals, and employee referrals
• Join a collaborative, stable firm focused on accountability and continuous improvement

• Coordinate client engagements from intake through completion
• Manage client communication, document collection, and portal support
• Track deadlines, outstanding items, and workflow status across engagements
• Support tax return processing, e‑signatures, and filing coordination
• Maintain accurate documentation within firm systems
• Assist with accounts receivable and administrative workflows as needed

• Experience with workflow systems, CRM platforms, or document management tools
• Background in public accounting, tax, financial services, legal, or professional services is required
• Strong organizational skills with the ability to manage multiple deadlines
• Clear, professional written and verbal communication skills