Mellman Perdue & Company · 1 day ago
Client Service Paraprofessional
Columbus, Ohio Metropolitan Area
Full-time
Onsite
New Grad, Entry LevelMellman Perdue & Company is a small public accounting firm seeking a versatile Client Service Paraprofessional who bridges the gap between technical accounting and exceptional client service. The role involves tax preparation, bookkeeping, and acting as the primary point of contact for clients, translating their needs into actionable tasks.
Investment Management
Responsibilities
Client Advocacy & Consultation: Act as the first point of contact via phone and in-person; translate complex client requests into technical requirements for the firm
Tax & Accounting: Prepare individual/small business tax returns and maintain general ledgers
Payroll & Billing: Manage quarterly/year-end payroll processing and support limited firm billing and invoicing activities
Office Support: Manage incoming calls and provide administrative support to ensure smooth daily operations
Compliance: Maintain standards required for industry Peer Reviews
Qualification
Required
Experience: Proven background in a public accounting firm with a strong grasp of tax and bookkeeping
Communication: Exceptional interpersonal skills; ability to explain complex financial concepts to clients clearly
Adaptability: Comfortable shifting between technical production and client-facing administrative duties
Preferred
Certification: CPA or Enrolled Agent (EA) status is highly preferred
Company
Mellman Perdue & Company
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase