Client Support Specialist

Job Description Client Support Specialist (CSS) About Us At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment. Avior Core Values We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values: It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own. We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact in the lives of others and create positive change in our organization and communities. We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us. We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values. Position Overview The Client Support Specialist within the Client Support Services (CSS) department plays a vital role in keeping client businesses running smoothly — delivering accurate, timely support across bookkeeping, payroll processing, and tax transaction management. This role partners closely with clients to understand their unique business needs, helping them stay compliant with financial regulations and never miss a deadline. We're looking for someone who's detail-oriented, client-focused, and brings strong technical skills to every interaction — someone who thrives on solving problems and making clients' financial lives easier. Key Responsibilities Bookkeeping: Process and reconcile bank and credit card transactions Manage accounts payable and accounts receivable Prepare and deliver financial statements to clients Review fixed asset listing to properly allocate depreciation expense Maintain general ledger accuracy and perform monthly and year end closings Train clients on QuickBooks and share bookkeeping best practices as needed Client Communication and Support: Act as primary point of contact for assigned client accounts Answer client inquiries related to financial transactions, payroll issues, and compliance requirements Protect confidentiality and secure handling of sensitive client data Support cross-departmental collaboration by relaying relevant client information between CSS, Income Tax, and Wealth Management teams to ensure continuity of service. Serve as the primary point of accountability for designated collaborative projects, monitoring progress and proactively addressing gaps or delays. Payroll Set up and maintain payroll files in compliance with local, state, and federal laws Add employees in Gusto or QuickBooks as appropriate Administer payroll runs to ensure all employees are paid timely and accurately Complete payroll quarterly tax returns and payments, as applicable Advise and train clients on payroll best practices Apply for federal and state ID’s, as necessary Tax Support File sales tax returns and restaurant tax, when applicable Prepare annual 1099’s and personal property returns Qualifications: Bachelor’s degree in accounting, finance, or related field a plus Professional certification in bookkeeping or payroll including QBO ProAdvisor preferred 2+ years of experience in bookkeeping, payroll, or tax processing Proficiency in accounting software (ex. QuickBooks, Gusto) Understand payroll regulations and basic tax principles Strong organizational skills and attention to detail Excellent written and verbal communications skills Ability to manage multiple client accounts and meet tight deadlines Experience working in a client service or public accounting environment preferred Your Well-Being Matters In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being: 401k and 401k Matching: Plan for your future with our retirement savings options. Dental Insurance: Maintain your oral health with coverage for a range of dental services. Vision Insurance: Ensure clear sight on your path to success with our vision coverage. Health Insurance: Take care of your physical well-being with our health insurance offerings. Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option. Life Insurance: Provide financial security for your loved ones with our life insurance benefits. Disability Insurance: Safeguard your financial future in the face of the unexpected. Employee Assistance Program (EAP): Access resources and support for personal and professional challenges. Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible vacation policy reflects our commitment to your overall happiness. Work Environment Full-time This position offers flexible work arrangements including in-office, hybrid schedule, or remote. Monday – Friday 8:00 am – 4:30 pm