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
#ClientServiceCoordinator #AccountingJobs #FinanceJobs
#INJUN2026 #LI-EA5