Senior Associate, Client Team Support

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The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

The Client Team Support Senior Associate (CTSSA) will provide essential administrative, business development, and operational support to the managing directors and practice leadership to a newly formed, growing office. The CTSSA should demonstrate strong communication and interpersonal skills, with the ability to collaborate effectively within a team, thrive in a fast-paced environment, and manage multiple tasks simultaneously. A strong desire to learn and excel is essential.

Given the growth-oriented nature of the office, this role also requires a strong entrepreneurial spirit, with the ability to take initiative, adapt quickly, and build processes where needed. The CTSSA must be adept at supporting multiple executives, possess excellent written and verbal communication abilities, and have experience drafting and proofreading documents.

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

Responsibilities:

* Managing calendars and assisting with coordinating virtual and in-person logistics for client meetings, internal meetings, trainings, and events including room setup, technology setup (Teams/Zoom) and support, and preparation (packaging, binding, printing) of materials.

* 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.

Note:

Electronic processing involves submitting tax returns through the tax software rather than mailing them.

* Tax returns are prepared and sent to CTSSA when ready for electronic submission, and CTSSA is not expected to have knowledge of tax law.

* Managing and distributing Fed Ex/UPS shipments and other ad hoc mailings. Running errands outside the office, including trips to the post office for certified mail, Federal Express, etc.

* 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.

The CTSSA will be assigned directly to the Managing Directors (MDs) and provide assistance in the following areas:

* 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.

The Requirements

* 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 that is eager to learn, has pride in their work, and is willing to go above and beyond to get the job done;

* Excellent written and verbal communication skills;

* Strong attention to detail in areas of spelling,…