Client Service Coordinator

Client Service Coordinator Salary: $55,000 – $65,000 Why This Opportunity Stands Out: Be the operational heartbeat of a growing CPA firm with direct visibility to leadership and client work Gain exposure to end-to-end client lifecycle—from onboarding through engagement and billing Play a key role in improving workflows, processes, and internal systems Work in a highly trusted position handling client communications and sensitive information Build deep knowledge of accounting/tax operations without needing a technical accounting background Opportunity to influence efficiency and help shape how the firm scales High level of autonomy once processes are learned—own your workflows and outcomes Develop transferable skills in client service, operations, and practice management Collaborative environment with direct interaction across the CPA team and clients Key Responsibilities for the Client Service and Firm Operations Coordinator: Manage client follow-ups, document requests, and ongoing communication Track open items, deadlines, and workflow progress across engagements Coordinate scheduling and meeting logistics for clients and internal teams Support onboarding, engagement setup, and administrative workflows Maintain organized client files, systems, and records Route client information efficiently between clients and the CPA team Qualifications for the Client Service and Firm Operations Coordinator: Strong written communication skills Experience managing multiple deadlines and priorities Proficiency with email, spreadsheets, and cloud-based tools Ability to work independently after initial direction Detail-oriented with strong organizational skills #J-18808-Ljbffr