For over 40 years, we have delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named 2024 Best Places to Work! We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees - we are also committed to our community. We have partnered with many great charitable organizations throughout the years, with our focus over the past 2 years on our charity of choice, Kinetic Kids!We need bright, motivated, and energetic people to help us continue to grow. We are currently looking for an Assurance Support Staff, internally known as Assurance Client Concierge to join our business who will exemplify our core values.
- Positivity: Look for good in all situations and people.
- Team: We make each other better. We are humble, hungry, and smart.
- Open: Foster trust, respect, and understanding through thoughtful communication.
- Insightful: Look beyond what is ordinary and find the extraordinary.
- Caring: We take an active interest in our team and clients.
Job Summary:The Assurance Client Concierge Staff assists management team members with project management of the firms assurance projects. Provides high-quality service by organizing client information, gathering information from clients, and responding to and anticipating client service requests in order to serve our clients at the highest level of service. Will work both internally with team and externally with clients and business affiliates.Duties/Responsibilities:
- Helps client team meet internal and external deadlines by proactive project management.
- Manages intake, organization and follow up on information needed from clients.
- Proactively updates client managers with updates on status of projects, next steps, etc.
- Coordinates the sending and return of engagement letters, management representation letters and other client correspondence.
- Coordinates meetings / calls with clients.
- Coordinates transmission of deliverables to client.
- Reviews financial statements, checking for accurate footing, ticking and tying various amounts throughout financial statements and reviews for proper spelling and grammar.
- Maintains and updates client contact information such as address changes across practice management and CRM systems and updates XCM points with information when appropriate.
- Engagement binder roll-forwards.
- Files client information in appropriate binder.
- Assists in billing for the client groups.
- Follows up on engagement letters.
- Acts as communication director for the assurance team.
- Other duties as assigned.
Required Skills/Abilities:
- Strong knowledge of Microsoft Office, particularly Excel and Word.
- Ability to keep professional matters and information confidential.
- Strong verbal and written communication skills.
- Excellent analytical, management, and supervisory skills.
- Excellent customer service, detailed oriented, multi-tasker, and follow up skills.
- Excellent at prioritizing and organizing efficiently.
- Professionally represents the firm by promptly and accurately meeting the service needs of clients.
Education and Experience:
- Bachelor's degree or equivalent work experience
- Minimum 2 years' experience in accounting, administrative, customer service or hospitality experience. Professional services firm a plus.
- Professional Project Management Certification a plus.
- Assurance experience or some basic knowledge preferred.