Client Liaison, Business Management

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

Job Responsibilities 

• Perform administrative and clerical duties such as document management, correspondence, updating and managing opportunities using CRM, etc.
• Be the first point of contact for clients and vendors. Maintain up-to-date contact lists, records, and electronic filing systems/document management.
• Schedule/reschedule internal and external meetings, executive lunches and conference calls.
• Create and edit various documents, spreadsheets and presentations within the MS Office suite.
• Oversee/facilitate tax season flow of materials between clients and the firm.
• Assist clients with uploading tax materials and retrieving their tax returns via a multitude of software platforms.
• Assist in the collection of receivables and facilitating client payments.
• Assists with project communication and documentation regarding status of projects.
• Handle sensitive information in a confidential manner.
• Other duties as assigned
  
  

 

Requirements 

• High School Diploma
• Minimum of 2 years of administrative or customer service experience.
• Excellent time management skills and ability to multi-task and prioritize work.
• Attention to detail and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong organizational and planning skills.
  
  

 

Preferred Qualifications 

• Bachelors’ degree.
• Knowledge of office management systems and procedures.
• Proficient in MS Office, Teams, Windows operating system, Zoom, Adobe Sign, Dropbox, etc.
• Exposure to tax software, such as XCM, CaseWare, Tax Caddy and CCH Axcess.
  
  

Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

  

Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino LLP’s employees to perform their job duties may result in discipline up to and including discharge.  

 

Armanino LLP does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.

  

Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $22 - $39/hour. Compensation may vary based on skills, role, and location.   

Armanino has a robust offering of benefits, including: 

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays
  
  

 

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.