Client Consultant jobs in United States
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Doeren Mayhew · 2 weeks ago

Client Consultant

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan, recognized as one of the largest CPA firms in the U.S. They are seeking a proactive Client Consultant to train, support, and maintain relationships with both new and existing payroll clients.

AccountingConsultingFinancial ServicesReal Estate

Responsibilities

Provide expert customer consulting services, including issue resolution and process improvement
Manage new client set-up and conversion activities
Cross-sell company services to existing clients to enhance value and engagement
Conduct on-site client consulting and/or training sessions
Support tax filing department operations and ensure compliance with deadlines
Perform accurate payroll data entry and maintain confidentiality of sensitive information
Handle prospect system calls and data entry for potential clients
Create and administer program issue reports for internal tracking and resolution
Serve as emergency switchboard backup when needed
Train designated Doeren Mayhew Payroll System employees on processes and systems
Perform other duties as assigned to support departmental and organizational goals

Qualification

Payroll systemsCustomer serviceMicrosoft Office SuiteCommunication skillsProblem-solvingOrganizational skillsTeam collaboration

Required

Bachelor's degree required
Strong communication and interpersonal skills
Ability to manage multiple competing priorities
Customer-focused mindset with critical thinking and problem-solving abilities
Detail-oriented with strong organizational skills
Ability to work independently and collaboratively within a team

Preferred

Customer service experience preferred
Proficiency in payroll systems and Microsoft Office Suite preferred

Company

Doeren Mayhew

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Doeren Mayhew is an accounting company providing accounting, audit, tax and business advisory services.

Funding

Current Stage
Late Stage

Leadership Team

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Jeff Aliotta, CPA
Chief Financial Officer
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Chris Thompson
Chief Operating Officer
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