Client Service Coordinator (Seasonal: January-March)

Job Description

Job Description

Position Summary:

We have an immediate opening for a friendly, highly motivated, and detailed individual to deliver exceptional customer service to a set group of clients for approx. 2.5 months during tax season (Jan. 4-March 15, 2026). It is imperative that you can commit to the full term of the position.

How you’ll contribute:

• Act as a key point of contact for numerous clients – offering reminders and assistance in supplying all their pertinent tax documents in a timely manner to meet deadlines.
• Manage and track flow of documents (download and/or scan and maintain electronic files), cross-check against list of requested documents, and follow-up accordingly for additional information.
• Essentially, hold the client’s hand through the process and alleviate the tax team’s burden of chasing documents.

Defining Qualities:

• A people person – you like talking to people through phone, email, text and don’t shy away from reaching out.
• Someone who enjoys solving puzzles, spotting what’s wrong with a picture, and checking off lists.
• Ability to recognize when something doesn’t look right. And follow up on the cause until you figure out why it doesn’t.
• You don't have to know everything you're going to be assigned. You do have to be committed to researching, being resourceful, asking questions, and being diligent in discovering how to accomplish tasks.
• Be detail-oriented, work in a fast-paced environment, manage deadlines, and multitask with the highest accuracy and attention to detail.

Ideal Background:

• Customer service background, working with many clients or customers at once and remaining friendly and helpful even when you’re losing patience.
• Preferred experience (not required, but helpful): customer-facing position in accounting, financial services, banking, or someone who has run their own business and is familiar with documents required for filing taxes.

Qualifications:

• A team player who can work independently, using good judgement.
• Excellent communication skills (written, verbal, listening, and customer service) with the ability to effectively communicate with and work well with others to manage projects, etc.
• Must possess strong analytical abilities.
• Must exude professionalism, with a pleasant, upbeat, and friendly demeanor.
• Exceptional organizational skills with a high consideration to detail and accuracy.
• Resourceful and self-motivated with a sense of urgency and strong work ethic.
• Adept at time management.
• Able to work with finite deadlines.
• Trustworthy, honest, respectful, and flexible.
• Must be able to be entrusted with confidential information.
• Proficient computer skills working with office equipment, computers and various programs including Microsoft Office, Outlook, Adobe Acrobat, etc., and the ability to effectively work on spreadsheets, word processing, and email programs.
• Authorized to work in the United States for any employer.

Work Schedule:

• Monday-Friday, 40 hours per week with possible overtime as needed to meet deadlines
• In-office position.

Salary:

• $22/hour, no benefits

At Twenty20 Tax and Consulting, we are as passionate about our employees as we are our clients. We believe in building a team that respects, counts on, and enjoys working together. We look for fun people who embrace a challenge and care about the client. We think big and feel small. We seek candidates who’ve worked in larger CPA firms and know how to buckle up for the busy season and dive into challenging projects with finesse, but who are looking for a greater sense of purpose than just being a cog in the wheel. People who believe that getting to know the clients and their needs will benefit both the client and the firm. Innovative people who like to share their ideas for improvement, whether it’s related to benefitting a client’s bottom line, creating firm efficiencies, or simply shaking up the snacks stocked in the break room.

Company Description

At Twenty20 Tax and Consulting, we are as passionate about our employees as we are our clients. We believe in building a team that respects, counts on, and enjoys working together. We look for fun people who embrace a challenge and care about the client. We think big and feel small. We seek candidates who’ve worked in larger CPA firms and know how to buckle up for the busy season and dive into challenging projects with finesse, but who are looking for a greater sense of purpose than just being a cog in the wheel. People who believe that getting to know the clients and their needs will benefit both the client and the firm. Innovative people who like to share their ideas for improvement, whether it’s related to benefitting a client’s bottom line, creating firm efficiencies, or simply shaking up the snacks stocked in the break room.