Dalecpa

Client Experience Administrator

Dale Tax & Advisory
401 Franklin Avenue, Garden City, NY 11530
Full-Time | Hybrid (On-Site + Remote)

Dale Tax & Advisory is a small client-focused CPA firm looking for a highly organized, relationship-driven Client Experience Administrator to help deliver an exceptional experience for our clients from onboarding through project completion.

In this role, you’ll serve as the central point of coordination between clients and our accounting team, helping ensure engagements stay on track, clients stay informed, and projects remain profitable. If you enjoy building relationships, managing details, and keeping teams organized, we’d love to meet you.

What You’ll Do

• Manage the client journey from onboarding through project completion, ensuring a smooth, professional experience at every stage
• Coordinate timelines, deliverables, and due dates across tax, bookkeeping and advisory engagements
• Act as a primary point of contact for clients, responding to requests and maintaining strong relationships
• Monitor engagement profitability, including budget tracking, scope management, and collections.
• Schedule meetings, maintain engagement records, and keep CRM systems and dashboards up to date
• Partner with the accounting and tax professionals to maintain quality, accuracy, and deadlines
• Identify opportunities to improve client satisfaction, retention, and internal processes

What We’re Looking For

• High school diploma or equivalent required — college degree not required
• 2+ years of experience in client services, administration, bookkeeping, accounting support, or another professional services environment
• CPA firm experience is helpful but not required
• Strong organizational, communication, and problem-solving skills
• Comfort working with invoices, payments, and collections processes
• Proficiency with Microsoft Office; experience with QuickBooks, CRM platforms, or cloud accounting tools are a plus
• Ability to manage multiple priorities while maintaining attention to detail and professionalism

Why Join Us?

• On Site at Garden City, Long Island, NY office and remote flexible schedule
• Collaborative small-firm environment where your work has visible impact
• Opportunity to grow with a client-focused, relationship-driven team
• Meaningful role with direct influence on client satisfaction and firm success

How to apply:

·       Email your resume and a brief note about your relevant experience or apply through the portal

·       Include salary expectations (optional).