Client Services Representative; Dalton

Nichols Cauley is a leading public accounting firm recognized among the Top 120 Firms by Inside Public Accounting. We are honored to be named one of Accounting Today’s Best Firms to Work For and Best Firms for Young Accountants, a testament to our unwavering commitment to professional excellence, career development, and a collaborative, supportive culture. As we continue to grow, we offer talented professionals a dynamic environment where innovation is encouraged, teamwork is valued, and long-term success is a shared goal.

The Client Services Representative will provide administrative support by handling information requests, assisting our partners, preparing correspondence, scanning and processing tax returns, arranging conference calls, and scheduling meetings.

• Assist with client billing monthly
• Electronic filing of tax returns and other information
• Assist with the implementation and maintenance of software systems related to the accounting profession
• Distribute daily correspondence such as phone calls, mail, email and faxes; prepare written communications for the management team
• Assist with office administration tasks, including the assembly and distribution of client information, interfacing with team members and clients, and scheduling of firm and team activities
• File and retrieve documents, records, and reports; scanning tax return information
• Assisting with purchasing, maintaining records management systems, and performing basic accounting services
• Prepare agendas and make arrangements for business meetings
• Additional responsibilities as assigned

• Associates Degree in Business or related field;
  Bachelor’s of Business Administration, Management, Marketing or related field preferred
• Must have knowledge of administrative procedures
• Proficient use of applicable technology; specifically Microsoft Office Applications (Outlook, Excel, Word, PowerPoint, etc.)
• Well organized with a high degree of accuracy and attention to detail
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Ability to work with minimal supervision while fulfilling all obligations
• Strong customer service skills
• Experience in office environment and performing as an administrative assistant desirable

Occasional overtime and weekend hours required.

• Compensation commensurate with experience
• 401K plan (with up to 4% salary paid employer contributions)
• Medical Insurance
• Dental Insurance
• Flexible work arrangements
• Generous Paid time-off & Holidays
• Flexible spending accounts
• Employee life insurance
• Supplemental life insurance for Employee and Dependents
• Long-term Disability insurance
• Short-term Disability insurance
• Accidental death & dismemberment insurance
• Paid parental leave
• Childcare Assistance