Tax & Client Services Administrator

Tax & Client Services Administrator

Ultimate Staffing is partnering with a well-established public accounting firm in Boulder, CO to identify a Tax & Client Services Administrator.

Location: Boulder, CO (100% Onsite)
Pay: $55,000 - $60,000 annually
Schedule: Monday-Friday, standard business hours

About the Opportunity

Our client is seeking a highly organized, customer-focused professional to serve as the primary administrative support resource for their tax and advisory teams. This position offers a unique opportunity to combine client service, office administration, tax workflow coordination, and light accounting responsibilities in a professional services environment.

The ideal candidate enjoys interacting with clients, managing multiple priorities, maintaining organized records, and supporting a team of professionals in a fast-paced office setting.

Key Responsibilities

Client Service & Administrative Support

• Serve as a primary point of contact for clients via phone, email, and in-person interactions.
• Schedule meetings and coordinate calendars for advisors, accountants, and clients.
• Provide outstanding customer service and timely follow-up regarding client requests and inquiries.
• Prepare and distribute annual tax organizers, engagement documents, and other client communications.
• Maintain accurate client records and correspondence within firm systems.

Tax Document & Workflow Management

• Receive, organize, and process client tax documentation.
• Utilize tax workflow and document management software to scan, upload, organize, and maintain client records.
• Track outstanding documentation and assist with gathering information needed to complete tax filings.
• Support tax return workflow by ensuring documents are properly routed and maintained throughout the preparation process.
• Maintain confidentiality and accuracy when handling sensitive client information.

Office Management

• Coordinate day-to-day office operations and administrative functions.
• Maintain office supplies and manage vendor relationships.
• Organize and maintain electronic and physical filing systems.
• Assist with mail distribution, document retention, and general office organization.
• Support special projects and additional administrative initiatives as needed.

Vendor & Invoice Administration

• Assist with processing vendor invoices and payments.
• Coordinate with service providers such as shredding companies, office suppliers, and facility vendors.
• Access vendor payment portals and ensure timely payment processing.
• Maintain accurate records of invoices, receipts, and vendor communications.

Qualifications

Required

• 2+ years of administrative, office management, customer service, or related experience.
• Strong verbal and written communication skills.
• Excellent attention to detail and organizational abilities.
• Professional phone presence and client-facing experience.
• Ability to prioritize tasks and manage multiple deadlines.
• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
• Ability to handle confidential information with professionalism and discretion.

Preferred

• Experience within a CPA firm, accounting office, financial services firm, or other professional services environment.
• Experience with document management, tax workflow, or accounting software.
• Exposure to invoicing, accounts payable, or vendor management processes.
• Office management or executive support experience.