Practice Support Specialist

Position Summary
TD Consulting Group is seeking a proactive, resourceful, and service-minded Practice Support Specialist who takes pride in helping others succeed.

This role is essential to keeping our firm running smoothly. Working closely with clients, accountants, managers, and partners, the Practice Support Specialist helps move client work forward, removes administrative obstacles, and ensures important details don't fall through the cracks.

While the position includes traditional administrative responsibilities, we are looking for someone who goes beyond completing tasks to taking ownership of outcomes. The ideal candidate anticipates needs, solves problems, follows through, and genuinely enjoys making others' jobs easier.

Key Responsibilities
• Professional Team Support: Proactively assist accountants, managers, and partners by handling administrative needs, anticipating next steps, and reducing unnecessary interruptions.
• Workflow Management: Monitor client engagements, track deadlines, follow up on outstanding items, and help keep work moving efficiently through preparation, review, filing, and delivery.
• Client Service: Serve as a welcoming and responsive point of contact, resolve routine inquiries, and ensure clients receive timely communication and thoughtful service.
• Administrative Processing: Manage client documentation, engagement letters, electronic signatures, filing support, and other administrative processes with accuracy and attention to detail.
• Problem-Solving & Follow-Through: Independently resolve routine issues, identify solutions, and bring well-researched recommendations to management when escalation is necessary.
• Continuous Improvement: Identify opportunities to simplify processes, eliminate unnecessary work, and improve the experience of both clients and colleagues.

What We're Looking For
• A genuine heart for service and satisfaction in helping others succeed.
• Strong initiative and the ability to anticipate needs without constant direction.
• A resourceful problem-solver who brings solutions, not just problems.
• Exceptional organizational skills, attention to detail, and follow-through.
• A dependable, humble, and collaborative team player.
• Strong communication skills and sound professional judgment.
• Comfortable learning technology and managing multiple priorities in a deadline-driven environment.
• Previous administrative or client service experience, in a professional services environment.

What Success Looks Like
Success in this role isn't measured simply by how many tasks are completed. It's measured by how effectively you help the entire team succeed.

Our ideal Practice Support Specialist:
• Takes work off the plates of our professional staff rather than adding to it.
• Anticipates needs and takes action without waiting to be asked.
• Owns responsibilities through completion—not just until they're passed along.
• Keeps client work moving and helps prevent unnecessary delays.
• Earns the trust of colleagues through dependability, initiative, and exceptional follow-through.

Our Culture
At TD Consulting Group, we value humility, curiosity, resourcefulness, accountability, and teamwork. We believe exceptional service extends beyond our clients to the colleagues we support every day.

We're looking for someone who doesn't just ask, "What needs to be done?" but also asks, "How can I help get it done?"