Client Services Administrator Job Monterey area,California USA,Administrative/Clerical

Major Accountancy Group is looking for a dependable, polished, and highly organized Client Service Administrator to support our CPA firm’s front office, client communication, scheduling, document flow, and day-to-day administrative operations.

This is not just a receptionist position. This person helps keep the firm organized, protects the client experience, and reduces administrative bottlenecks for the accounting team.

The right candidate is professional, calm under pressure, detail-oriented, comfortable using technology, and excellent at following through.

Schedule:

Part-time, in person.
Expected schedule: 20–30 hours per week, Monday–Friday during business hours.
Additional hours may be available during tax season, especially January through April.
Exact schedule can be discussed, but reliability and consistency are required.

What you will own:

Greet clients and create a professional, welcoming front-office experience
Answer phones and route calls appropriately
Respond to basic client questions and elevate technical questions to the right team member
Schedule appointments and help manage calendars
Track incoming client documents and assist with missing-information follow-up
Scan, save, organize, and file client documents accurately
Assist with client onboarding and paperwork collection
Coordinate mail, deliveries, office supplies, and general office administration
Keep the reception area and front office organized
Support the team during tax season by keeping administrative work moving

What success looks like:

Clients are greeted and helped promptly
Phone calls and emails are handled professionally
Client documents are scanned, saved, and routed accurately
Appointments are scheduled correctly
The front office stays clean, calm, and organized
Accountants and preparers experience fewer administrative interruptions
Clients feel taken care of, even during busy season

Required qualifications:

2+ years of administrative, receptionist, client service, or professional office experience
Strong verbal and written communication skills
High attention to detail
Comfortable using Microsoft Outlook, Microsoft Office, Microsoft Teams, and general office technology
Able to manage multiple tasks without dropping details
Professional, discreet, and trustworthy with confidential client information
Reliable, punctual, and comfortable working in person

Preferred qualifications:

Experience in a CPA firm, law firm, financial office, bookkeeping office, medical office, or other deadline-driven professional environment
Experience with Canopy or similar practice management software
Experience handling client documents, scheduling, scanning, filing, or onboarding paperwork
Bilingual English/Spanish is a plus, but not required

Compensation and benefits:

$28–$35/hour, depending on experience
Higher-end compensation available for candidates with CPA firm, tax office, bookkeeping, financial office, or strong client-service experience
Paid sick leave
Paid time off, if applicable
Paid training
Professional office environment
Opportunity to grow with a stable local CPA firm

This role is a strong fit for someone who:

Likes helping clients
Enjoys keeping things organized
Takes pride in accuracy
Can stay calm during busy seasons
Follows checklists and processes
Communicates clearly
Wants a stable, professional part-time role

This role is not a fit for someone who:

Wants remote work
Dislikes repetitive administrative follow-up
Is uncomfortable answering phones
Struggles with deadlines or details
Wants an unstructured role with loose expectations

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