Redpath and Company (Accounting, Tax, Audit, Advisory) · 10 hours ago
Client & Engagement Data Administrator
White Bear Lake, MN, US
Full-time
Onsite
New Grad, Entry Level
$26/hr - $31/hrRedpath and Company is a leading CPA and advisory firm dedicated to providing innovative services for closely-held businesses and organizations. The Client & Engagement Data Administrator will be responsible for managing client setup and onboarding, ensuring data quality, and supporting cross-functional teams in maintaining accurate client engagement records.
AccountingFinancial ServicesService Industry
No H1B
Responsibilities
Create and maintain new client and engagement records in our ERP and related firm systems
Ensure all required data fields, billing setups, responsible staff assignments, and service area details are complete and accurate
Collaborate with Client Managers and Operations to resolve missing or unclear setup information
Validate client information across systems to ensure alignment
Execute the formal disengagement workflow according to firm policy
Update client statuses, projects, workflows, and document types across multiple systems
Maintain documentation for audit and compliance
Process ongoing client/engagement data updates
Perform periodic data audits and cleanup efforts
Support cross-system synchronization initiatives
Serve as a resource for staff questions
Partner with Operations, Finance, and IT regarding setup or data workflows
Assist with ERP improvements and data projects
Qualification
Required
Prior administrative experience in a professional services or CPA firm preferred
ERP or CRM experience
Strong attention to detail
Ability to follow structured processes
Comfortable working across multiple systems
Strong communication and organizational skills
Benefits
Medical, Dental, and Vision plans
HSA and FSA
Voluntary Long-Term Disability
Company paid Short-Term Disability
Paid parenting leave
401k plan with company match after 6 months of service
Company
Redpath and Company (Accounting, Tax, Audit, Advisory)
Redpath and Company help clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations.
Founded in 1971
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sarah Gengenbach CPA
Chief Operating Officer
Alex Helkamp, CPA, CCIFP
Partner
Recent News
2026-01-16
2025-12-18
Seattle TechFlash
2025-09-12
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