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TD
Treeful Damaso Aniceto, Inc.
Client Services Manager/Administrative Assistant CPA Firm
Career Insights for Customer Service Manager (General)
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Scorecard
Based on Massachusetts data
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What they do
A Customer Service Manager manages staff that provide customer service for a company. Assists staff as needed, or deals directly with customers. Implements policies with regard to company products or services. Answers questions, resolves problems and complaints and approves refunds or exchanges for customers.
$83,776 / year median in Massachusetts
+1% projected growth
Job Description
About TDA TDA is a growing public accounting firm delivering audit, tax, and advisory services to businesses and individuals across the region. We take the work seriously and the people just as seriously — our team is collaborative by design, training is ongoing, and every role here visibly matters to how the firm runs. The Role You'll be the first impression clients have of TDA, and the person who keeps the office moving behind the scenes. It's a blend of client-facing work and operational support: welcoming clients, managing the flow of communication, and giving our accounting staff the administrative backbone they need to stay focused on client work. This is a great fit if you like being at the center of a busy office, take real pride in service, and would rather own a process than wait to be handed one. What You'll Do Client experience Greet clients and visitors warmly and professionally as the firm's first point of contact Manage incoming calls, emails, and inquiries with prompt, friendly follow-through Build genuine relationships with clients and keep communication moving smoothly between them and our staff Administrative & team support Schedule and coordinate meetings, appointments, and client engagements Prepare and maintain client files and firm records, digital and physical Support accounting staff with document prep, scanning, filing, and data entry Help assemble reports, presentations, proposals, and engagement materials Office & operations Manage office supply inventory and ordering Spot and improve inefficient office processes Handle confidential client information with discretion, always What We're Looking For High school diploma or equivalent; coursework in office administration or business is a plus 2+ years in an administrative or client service role — CPA or professional services experience preferred Strong Microsoft Office skills (Word, Excel, Outlook) Experience with CCH or similar tax/document management software preferred — we'll train the right person Excellent organization and time management; comfortable juggling competing priorities Clear communicator with a friendly, professional presence Proactive, dependable, and genuinely interested in learning the business What We Offer Competitive pay plus bonus opportunities 401(k) with company matching Health, dental, vision, life, and disability insurance Generous paid time off and a flexible schedule Hybrid work arrangement Professional development and clear paths to grow Employee referral program Why TDA You'll join a supportive, energetic team where your contribution is obvious rather than buried. The role offers real hands-on exposure to how a CPA firm operates, room to grow into more responsibility, and colleagues who are invested in your success. If you're organized, people-oriented, and ready to grow with us, we'd love to hear from you.