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Client Service Administrator (CSA)

Larson Gross is an innovative, forward-thinking, and team-oriented firm. We are a locally owned, full service public accounting firm based in Bellingham, Lynden, Burlington, Yakima, and Wenatchee, Washington. We offer audit, tax, and consulting services in a variety of industries. Currently Larson Gross has over 200 employees with continuous growth plans. Our growth is a result of our long-term and collaborative approach to client service, and we build genuine relationships with our colleagues, our clients, and the communities we serve.

We're currently seeking a full-time Client Service Administrator (CSA) to join our team and provide proactive, high-level administrative support to a group of Relationship Owners (ROs) and those working on their behalf.

As a CSA, you'll play a vital role in helping our team and clients thrive by:

• Maximizing efficiency for our accounting professionals and firm operations
• Building strong relationships with our clients through thoughtful service
• Ensuring quality in all deliverables by adhering to firm policies and taking initiative

Core Responsibilities:

• Client Support & Communication
• Serve as a professional, friendly point of contact for clients
• Proactively collect and manage client documents
• Format, submit, and deliver client deliverables (paper and electronic)
• Assist with correspondence, portal uploads, and general client follow-up
• Administrative & Project Support
• Set up and manage jobs and project data; ensure accuracy with ROs
• Generate job lists and reports; monitor deadlines
• Help roll jobs forward and finalize completed engagements
• Manage client and contact records in CRM, including preferences and reporting needs
• Scheduling meetings
• Schedule client appointments and coordinate meeting logistics
• Prepare meeting agendas and assemble materials
• Manage conference room reservations and virtual meeting setups
• Reception & Office Operations
• Greet clients and manage lobby area
• Answer and direct incoming phone calls
• Manage incoming/outgoing mail – post office runs multiple times a week
• Provide email support to ROs and assist with special projects as needed

What We're Looking For:

High school diploma or equivalent required

Minimum 2 years of increasingly responsible administrative experience

Experience in professional services or client-facing environments preferred

Must have a valid driver's license and reliable transportation.

Skills & Attributes:

Intermediate to advanced Microsoft Office skills (Word, Excel, Outlook); comfortable with new software

Excellent verbal and written communication

Strong attention to detail and accuracy

Highly organized with proven ability to manage multiple tasks

Friendly, positive, and service-oriented attitude

Ability to work both independently and collaboratively in a fast-paced environment

Why Join Us?

You'll be part of a supportive and high-performing team where your work truly makes a difference. We invest in your success, recognize your contributions, and value a strong sense of community.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.