Client Services Coordinator

Job Description

Job Description

The Position

We are looking for a bright, energetic person who loves learning and technology to be our Client Services Coordinator: the welcoming first point of contact for our clients and the hub of our office. If you are positive and love helping others, this is the role for you.

32 hours per week (Monday thru Thursday), in office (Cleveland, GA), with benefits. Extra hours are possible during busy times, including tax season.

What You Will Do

Clients, Front Desk, and Payments

• Greet clients, answer calls, email, and portal messages, and support internal and external meetings.
• Respond quickly to clients and keep staff informed.
• Gather information and set up new clients and handle updates and maintenance for current clients.
• Collect and process client payments and follow up on unpaid balances.

Documents, PMS Support, and Tax Season

• Receive, organize, and file client documents, and help staff with document and file management.
• Support staff in our practice management system by tracking requests and following up with clients.
• During tax season, support client intake, document organization, and return delivery.

Payroll, Sales Tax, and Bookkeeping Support

• Process simple payrolls and sales tax filings and support other staff with related tasks.
• Support 1099 collection and updates for bookkeeping accounts.
• Handle bookkeeping for a few small client accounts and assist accounting staff with more complex ones.

Technology

• Use technology tools daily, research new tools when assigned, and help train others.

What We Are Looking For

• A people person: warm, patient, and professional with clients.
• Strong computer skills, including managing files in our file environment and Google Drive, and comfortable downloading, saving, renaming, and merging files.
• Basic skills in Word, Excel, Outlook, Teams, and Adobe Acrobat Pro, and quick to learn new software.
• Able to learn from checklists, videos, verbal instruction, and hands-on practice.
• Organized multi-tasker who follows through on every request without reminders.
• Integrity and discretion with confidential client information.
• 2+ years of office or client service experience (high school diploma or equivalent).
• Willing to learn bookkeeping and payroll; no prior experience required, and training is provided.

Preferred

• CPA or accounting office experience; familiarity with tax season.
• Bookkeeping, payroll, or practice management software experience (helpful, not required).

Benefits

Pay based on experience and qualifications. Benefits include a retirement plan with match, paid time off that accrues with hours worked, paid holidays that fall on your scheduled workdays, and continuing education. Background check and confidentiality agreement required.

How to Apply

Please include a cover letter with your resume telling us how your skills fit this position, including your experience with technology and customer service.

Interview Process

• First interview will be virtual via Microsoft Teams.
• Second interview (if selected) will be in person and might include testing related to the job position.

Who We Are:
A small, technology-driven CPA firm in the mountains of Cleveland, GA, serving individuals and small businesses with accounting, bookkeeping, payroll, sales tax, tax preparation, and other business support. We are paperless, use technology tools to work smarter, and believe in training, teamwork, and enjoying our work family.

Company Description

Who We Are:\nA small, technology-driven CPA firm in the mountains of Cleveland, GA, serving individuals and small businesses with accounting, bookkeeping, payroll, sales tax, tax preparation, and other business support. We are paperless, use technology tools to work smarter, and believe in training, teamwork, and enjoying our work family.\n