Are you a professional, organized, and tech-savvy administrative staff member? We invite you to join Magone & Company, P.C. in our Parsippany office as a full-time Client Support Specialist on our Administrative Team. Our ideal candidate will thrive in a demanding environment, have experience in customer service, be adaptable to modern technology and learn software with ease, have great diligence, a positive demeanor and excellent communication skills.

Why Work with Us?

At Magone & Company, P.C. we hold strong values, both as a team and in the work we do. We are a family-owned accounting firm with under forty employees, and pride ourselves in creating a close-knit atmosphere while providing unparalleled customer support to exacting standards. In a mid-size firm like ours, you will coordinate with a diverse clientele spanning various industries and sectors, domestic and international.

We need great people, and as we grow, this is an excellent opportunity for you to start on an exciting new path. A competitive salary will be based on your qualifications, and we will train you every step of the way.

We have the same expectations of ourselves that our clients demand of us:

We embrace change and technology.

We welcome and encourage learning opportunities.

We strive toward excellence.

We operate with integrity.

We look out for our team and each other.

Responsibilities for Client Support Specialist:

Client Interaction & Assistance:

Greet clients professionally and warmly in person and over the phone.

Schedule and confirm client on-site and virtual meetings.

Assist clients with downloading and accessing tax documents for review and signature.

Provide support to clients regarding document portals.

Answer general inquiries, screen and direct calls.

New Client Onboarding & Engagement Management:

Draft and send engagement letters to clients.

Onboard new clients.

Database Management:

Maintain and update databases with accurate client information.

Ensure data integrity and confidentiality.

Document Management:

Download and save client-provided financial documents from various portals.

Scan, organize, and securely store client documents in the firm’s document management system.

Ensure all digital and physical client records are properly and confidentially maintained.

Marketing Support:

Monitor and update marketing and newsletter databases, as needed.

Provide support for bi-weekly newsletter and social media.

Office Supplies & Inventory Management

Monitor and maintain office supplies and snack/beverage inventory, coordinating with vendors to ensure timely replenishment.

Other Administrative Support:

Manage incoming and outgoing mail.

Assist the team with other duties as assigned, including processing tax returns and extensions, closing out client workflows, following up with clients for signatures and other authorizations.

Other Job Details:

Full-time and on-site in Parsippany, NJ.

Standard hours 9:00am-5:00pm.

Flexibility and willingness to work extended hours (evenings/weekends), January-April, September-October, and as needed.

Required Qualifications:

High School graduate or equivalent.

At least 1 year of office experience, preferably in a financial services or legal firm.

Client service experience.

Strong proficiency in Microsoft Office Suite.

Demonstrated proficiency learning new software programs.

Strong proficiency in Adobe Creative Cloud (editing pdf documents).

Excellent verbal and written communication skills, organizational and analytical skills, and diligence.

Professional demeanor and presentation.

Ability to thrive in a demanding environment.

You will stand out if you have:

CPA Firm experience providing admin support for tax, audit, or accounting departments.

Experience with A/R and A/P.

Associate or Bachelor’s Degree.

Benefits for Full-Time Employees:

Paid Health Insurance starts at 3 months.

Paid $50K Group Life Insurance Policy at 3 months.

Access to Dental and Vision Insurance at 3 months

Eligible for matching 401(k) Retirement Plan at 4% at one-year anniversary.

15 PTO days per year, accrued based on start date.

Employee Referral Bonus program.

Paid Professional Development as determined by your supervisor.