Tax Client Services Coordinator I

Are you a dynamic individual that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a collaborative environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new Tax Client Services Coordinator. The Tax Client Services Coordinator supports the tax team by coordinating projects from start to finish. You track timelines, manage workflows, and help ensure deliverables are completed accurately and on time. You'll partners closely with managers, acting as a key point of communication and helping keep projects moving smoothly across multiple systems and processes. You'll play a critical role during peak tax filing periods, where attention to detail, proactive planning, and the ability to navigate competing priorities are essential. You'll also contribute to improving processes, supporting tools and templates, and helping the team operate more efficiently across a range of client engagements. Working hours are Monday through Friday 8am to 5pm PST. Once training is completed, you have the option to transition to a hybrid schedule, working at least 3 days a week in the office. You will work with the tax team to: Monitor, resource, and track projects for tax clients including scheduling, timing, action plans, updating of client and internal trackers, tracking of workflow through entire cycle, and communicating progress to team members. Manage the administrative process of a project including communicating with clients to ensure timeliness and accuracy, planning, conflict checks, budgeting, resource management, engagement initiation, and deliverable development. Monitor saving and review processing queues; save completed tax returns or drafts for client. Collaborate with engagement managers to confirm scope requirements and determine key readiness metrics; Begin to contact clients with manager oversight. Monitor administration of controls in the project/engagement process to ensure all relevant controls are performed for each engagement throughout project lifecycle. Assist with research and developing of tools, templates, and processes for project planning and execution. Create and maintain project management procedures to support the success of the full project lifecycle from initiation to close. Initiate client service agreements for preparation and track status. Create and/or update scheduling spreadsheets and roll forward Provided by Client lists (PBC). Update CRM and keep projects moving in system as needed. Schedule weekly check-in meetings with Managers and Shareholders. Meet regularly with niche leaders to adjust ongoing task list as needed. Arrange and attend internal practice development and production meetings. Compile board presentation and other meeting materials. Education: High school diploma; or a combination of education and directly related work experience. Experience: 1 year of experience in project coordination or financial controls and progressively been responsible for providing support to multiple constituents. Previous professional services company experience preferred. You must pass a background check, including a credit check, at any time to remain eligible for this position. Pay Rate Range: $28.51 per hour minimum to $42.77 per hour maximum pay range Benefits: At Clark Nuber, we believe in supporting our employees both professionally and personally from day one. Here's what you can expect: Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day. Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration. We provide paid parental leave to support you and your family during important life moments. Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career. Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards. At Clark Nuber, we foster a culture of excellence, flexibility, and continuous learning—because when you thrive, we all do. Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices. Please note that transcription or recording of interviews is not permitted per Clark Nuber policy. Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. This position is open until filled and you can apply by clicking the APPLY button and completing the online application. Clark Nuber does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Clark Nuber without a pre-existing agreement will be considered Clark Nuber’s property and not subject to fees. For existing agreements, a role must be approved by the Human Resources department in writing and open to external search; otherwise, submittals and referrals will be considered Clark Nuber property and not subject to fees. For inquiries regarding referrals or contracts, please contact View email address on click.appcast.io. We embrace productive change and encourage creative thinking from everyone who works here. We invest heavily in employee education and support efforts to obtain certifications and advanced degrees, improve leadership skills, and become experts in new technology. Our goal is to create an environment in which learning from each other, from our clients, and from our peers is encouraged and valued.