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Nichols Cauley

Client Services Representative (Dalton)

Nichols Cauley, Dalton, Georgia, us, 30722

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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.

Key Responsibilities

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

Qualifications

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.

Benefits

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

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