Client Services Representative (Dalton) jobs in United States
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Nichols Cauley · 20 hours ago

Client Services Representative (Dalton)

Nichols Cauley is a leading public accounting firm recognized among the Top 120 Firms by Inside Public Accounting. The Client Services Representative will provide administrative support by handling information requests, assisting partners, preparing correspondence, and managing client billing and documentation.

AccountingConsultingFinancial ServicesRisk Management
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Comp. & Benefits

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, maintaining records management systems, and performing basic accounting services
Prepare agendas and make arrangements for business meetings
Additional responsibilities as assigned

Qualification

Microsoft Office ApplicationsAdministrative proceduresCustomer service skillsCommunication skillsOrganizational skills

Required

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

Preferred

Bachelor's of Business Administration, Management, Marketing or related field

Benefits

401K plan (with up to 4% salary paid employer contributions)
Medical Insurance
Dental Insurance
Flexible work arrangements
Generous Paid time-off & Holidays
Flexible spending accounts
Employee life insurance
Supplemental life insurance for Employee and Dependents
Long-term Disability insurance
Short-term Disability insurance
Accidental death & dismemberment insurance
Paid parental leave
Childcare Assistance

Company

Nichols Cauley

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In business, as in life, relationships are key.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Madison Dearborn Partners
2026-01-05Private Equity

Leadership Team

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Cal Brantley
Partner
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Christopher McGuire, CPA
Partner
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Company data provided by crunchbase