Client Services Representative (Canton)

Job Description

Job Description

Nichols Cauley is a leading financial services 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. If you are seeking a rewarding career with a firm dedicated to your growth and success, we encourage you to apply to join our team.

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 supplies and maintaining records management systems
• 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:
• 401K Plan with Up To 4% Salary Paid Employer Contributions
• Medical, Dental and Vision Insurance
• Flexible Work Arrangements
• Paid Time-Off and Holidays
• Flexible Spending Accounts
• Paid Parental Leave
• Childcare Assistance
• Annual Company Store Allowance

Why Nichols Cauley?

Be part of a firm that is energized by growth and innovation. In this role, you’ll have the chance to directly impact the client experience while supporting a wide range of accounting and advisory services. You’ll work closely with talented professionals, playing a key role in strengthening client relationships and streamlining service delivery. At Nichols Cauley, we foster a collaborative environment that values initiative, problem-solving, and a commitment to excellence. We’re dedicated to investing in new technologies and continuous improvement, ensuring you have the tools and support needed to grow your career while making a real difference for our clients.