Job Description

About Harper & Company: 

Harper & Company CPAs Plus is not your typical CPA firm. We are passionate about helping entrepreneurs enjoy the journey they are on, and we work closely with them throughout the year to guide them strategically towards their goals. 

We’ve all worked for firms with a grueling pace driven from the top down, clients that don’t get it, a monotonous office environment, and leaders who manage vs. lead. 

Not here — we’ve broken the mold. Every person in our firm plays a very important role in our bigger vision. We pride ourselves in developing our people and doing meaningful work for great clients. We work hard, but we play hard, have balanced lives, and give back to our community. We leverage technology, ingenuity, and innovative ideas from everyone on our team to create an exceptional Harper & Co. experience for each of our team members and clients. 

We are seeking a professional, organized, and friendly Client Success Manager to join our firm and provide essential operational and client support. This role is responsible for managing the reception area, greeting clients, coordinating appointments, and assisting with a variety of administrative tasks to help the office operate smoothly and efficiently. This role is also an opportunity for the right candidate to professionally develop into the practice management role for the firm. The ideal candidate is proactive, detail-oriented, and committed to delivering excellent service.

Responsibilities: 

Reception & Client Services

• Greet clients and visitors in a professional and courteous manner
• Answer and direct phone calls promptly and accurately
• Manage incoming emails and physical mail; distribute to appropriate staff
• Maintain a clean, organized, and welcoming reception area

Scheduling & Coordination

• Schedule client meetings, internal appointments, and conference room bookings
• Confirm appointments and send reminders as needed
• Coordinate calendars and manage availability for partners and managers

Administrative & Operational Support

• Prepare and organize client files, engagement letters, and onboarding documents
• Assist with scanning, copying, and filing documents (physical and digital)
• Process incoming tax documents during peak seasons and track their status
• Maintain office supplies and order inventory as needed
• Assist with billing support and follow-up on client payments, as requested
• Ensure all prospects are in a follow up process, coordinating 

Team Support

• Support accountants and tax professionals with administrative tasks
• Help coordinate firm events, meetings, or client appreciation activities
• Assist with onboarding new clients
• Help identify opportunities for process efficiencies

Qualifications 

• High school diploma or equivalent (Associate's or Bachelor's degree preferred)
• 2+ years of experience in a front desk, receptionist, or administrative role
• Experience in a professional services or accounting firm is a plus
• Strong organizational and time management skills
• Excellent verbal and written communication abilities
• Proficient in Microsoft Office Suite (Word, Excel, Outlook); familiarity with scheduling tools or CRM software a plus
• Professional demeanor and customer-focused attitude
• Ability to handle sensitive and confidential information with discretion
• Desire to grow into an operational leadership role

What We Offer:

• Competitive salary and performance-based bonuses
• Flexible work arrangements and hybrid/remote options
• Professional development and continuing education support
• A collaborative, client-focused work culture
• Opportunity to grow within a dynamic and expanding firm

To Apply: Please submit your resume and cover letter to jsmith@harpercpaplus.com.

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