Role Overview
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 escalate 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
Pay: $28.00 - $35.00 per hour
Benefits:
Education:
Experience:
- Desktop administration: 1 year (Required)
Location:
- Monterey, CA 93940 (Preferred)
Work Location: In person
