Client Success Specialist
hace 1 semana
Mission Statement
We aim to become one of the top 100 CPA firms in the US through a culture of continuous improvement, positioning ourselves as the go-to partner for businesses nationwide and setting the standard for excellence in accounting.
Role Expectations
We are seeking a motivated and detail-oriented Client Success Specialist to join our audit team. This role is crucial for maintaining operational efficiency and supporting our commitment to high-quality services. The ideal candidate will have a strong background in administrative tasks within a corporate environment, particularly in audit, compliance, or risk management.
Key Responsibilities:
- Prepare and monitor engagement letters and profitability reports on a monthly basis.
- Accurately track audit team hours and ensure compliance with time management protocols.
- Coordinate with the billing team post-engagement letter signing to schedule invoices.
- Update systems with new client information following a specific checklist.
- Prepare quizzes and update training materials in Trainual weekly.
- Monitor and ensure the audit team completes required trainings and licensing renewals.
- Prepare and file accounts payable forms as needed.
- Maintain the Quality Control Calendar and adhere to timelines for related tasks.
- Generate non-attest services reports and run budget vs. actual reports for clients as needed.
- Assist in streamlining internal processes, managing documentation, and supporting project workflows.
Qualifications:
- Bachelor’s Degree in Accounting, Finance, Business Administration, or a related field. Relevant coursework or certifications in audit are a plus.
- Previous experience in project coordination, process management, or administrative support within a corporate environment.
- Background in administrative roles within CPA or tax advisory firms, particularly in audit, compliance, or risk management.
- Proficient in Microsoft Excel, Word and Power BI; experience with Google Sheets and Google Docs.
- Familiarity with project management tools, preferably Karbon.
- Basic knowledge of audit language and procedures.
Why GG?
At Green Growth CPAs, we're a highly motivated team that values flexibility, collaboration, and professional growth. When you join us, you'll enjoy a wealth of benefits that support your success and well-being:
Flexible time schedule and remote work
Payment in USD
️Unlimited vacations
English Lessons in Company
️Equipment to work remotely
The journey doesn't stop here During the interview process, we'll be excited to share even more of the perks and opportunities that await you at Green Growth. If you're driven to grow and thrive in a nurturing, innovative environment, we encourage you to apply now
Employment type
Contractor
Department
Audit
Location
Buenos Aires, Argentina
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