Private Client Coordinator

What You Will Do: Assist internal team members with client tax return needs: develop open items list, maintain status of open items list, gather data from client and provide to tax team, coordinate receipt of information and develop delivery turnaround expectations, determine clients' schedules to develop realistic delivery expectations. Create/maintain and Quick Assess Tax Caddy. Request and organize information for quarterly tax estimates. Ensure clients receive unmatched client service and communicate any areas for improvement of client relationship to team leadership when needed; assure full transparency of information to all internal teams as necessary. Maintain up-to-date client records in system. Maintain a list of clients' "needs" and "wants" as well as the appropriate schedule and timelines associated with these. Ensure that projects are on track and delivery expectations are attainable by monitoring task lists and expected delivery and due dates. Schedule and coordinate meetings with the clients. Facilitate billing and prepare draft invoice. Prepare and maintain Engagement Letters/Powers of Attorney. Facilitate alternative billing options including obtaining analysis and developing alternative proposals in coordination with Engagement Executive. Develop and execute plans to improve below benchmark performance; work closely with client and internal partners to get the program back on track. Communicate any potential client expansion and business-development opportunities to the Relationship Partner. Organize and monitor internal team's schedule to ensure client work is completed on time. Maintain/Coordinate client service plans in coordination with both the client and internal Forvis Mazars stakeholders. Track the client outcomes over the course of the client engagement. Responsible for ongoing, regular client progress reviews, reporting, status update client meetings and communications. Identify opportunities if client progress is falling below benchmark, both internally and with clients. Work with internal tax team and client to improve delivery expectations where needed. Monitor and communicate relevant client news. Minimum Qualifications College degree; Bachelor's degree highly preferred. 5 years of professional client-facing experience required. Previous experience working in financial services, wealth management, financial planning, accounting, tax services or banking. Excellent Microsoft Office skills (Excel, Word, Outlook, PowerPoint). About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we are building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit Legal Notice Forvis Mazars, LLP is an equal-opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP. #J-18808-Ljbffr Forvis Mazars US