About the job

SBDP has been recognized as Accounting Today’s #1 Best Small Firm to Work For in 2024, as well as a Best Places to Work in 2024 by the Jacksonville Business Journal. We appreciate our amazing, talented employees who are committed to our core values.

We are a midsize firm that provides excellent client service (tax, small business accounting, and audit) primarily to small business and healthcare providers. Our nonofficial motto is “how would you want _____ if you were the client?” Our clients are not just numbers, we go beyond the numbers to be trusted business advisors. Similarly, our staff are not just employees, but part of the work family. We are located blocks from the Atlantic Ocean and have a beach lifestyle attitude while giving the very best in client service.

While we work hard to service clients and provide them access to the best information and the healthiest financial outlook, we also believe in taking care of our staff. We have a uniquely open and friendly environment and highly flexible management team allowing any member of the team to suggest improvements, give or receive assistance with a project, and create growth opportunities.

Client Service Manager

The Client Service Manager (CSM) is an administrative support role within a service segment of SBDP. They provide support to managers, staff and clients by handing a variety of tasks in order to ensure that all interactions between SBDP and clients are positive and productive. They serve as a client point of contact for the SBDP team.

This role reports to work in-office in Jacksonville Beach, FL (no remote or hybrid).

Job Description

We are looking for a multi-tasker with excellent communication skills and an upbeat attitude. Candidates should be able to assist engagement mangers with monitoring client projects (WIP) to guarantee projects are completed by target due dates; work with clients on document requests and follow-up to ensure timely receipt of requested information; and transmit client deliverables at completion of project.

Successful candidates should be professional, polite and have excellent organization skills. CSMs should be comfortable with computers, general office tasks, and excel at both verbal & written communication.

Responsibilities include:

Management of WIP/due dates for department in conjunction with the director
Client point of contact
Document requests
Transmit to clients of department
Engagement letter/Proposals
Scheduling appointments
Client onboarding
Client database management
Department specific duties (Tax, CAS, Mid-Market/Assurance Services)

This position is a direct report to the partner & operations manager of the department(s). There will be additional coordination with the CSMs from other departments, partners & directors.

Department Specific Duties

Review W2/1099 processes with department staff & coordinate with admin staff
Maintain various checklists for bookkeeping jobs, compilation to ensure QC compliance

Job Qualifications

Minimum of High school diploma; associate degree in business or accounting is preferred.
Minimum of two (2) years of administrative experience, preferably at a CPA firm.
Strong organization skills and ability to juggle multiple tasks and priorities.
Experience with accounting.
Advanced computer skills (Microsoft Office Suite, Thomson Reuters/Practice CS), and comfortable with new technology.
Ability to follow instructions, and read, write, and communicate clearly and concisely in English.
Ability to exercise judgment and confidentiality.
Ability to deal effectively and maintain cooperative working relationships with firm staff and clients.

Work/Life Balance Employee Benefits:

At SBDP, we show our appreciation for our hardworking employees by offering a comprehensive work-life employee benefits package. Our benefits package includes:

Generally work 36 hours per week outside of busy season
Office is closed on Fridays (May through December)
Firm-Paid insurance premiums for Medical, Dental and Life Insurance (employee coverage)
Firm Contribution to Health Savings Account
Flexible Spending Accounts
401K Retirement Plan w/Firm Contribution
Paid Time Off
12 paid Holidays
Firm-paid Community Service hours
Firm-paid CPE Credits

Successful candidates must be available to work in-office (Jacksonville Beach, FL).

Visa sponsorship is not available for this position.

Notice to Third-Party Agencies:

Swindell, Bohn, Durden & Phillips, PL (SBDP) does not accept unsolicited resumes from staffing agencies or recruiters. Any unsolicited resumes submitted to SBDP or provided directly to any of our employees will be considered the property of SBDP. SBDP retains the right to hire the candidate(s) at its sole discretion without any obligation to compensate the submitting agency or recruiter.

Swindell, Bohn, Durden & Phillips - CPAs & Advisors jobs

Client Service Manager