What are the responsibilities and job description for the Client Coordinator position at Conner Tax Service?
What will you do?
Client Onboarding
- Send welcome emails, onboarding instructions, and engagement agreements
- Track receipt of documents and forms from new clients
- Coordinate kickoff calls and schedule client meetings
- Maintain detailed onboarding checklists and ensure timely completion
Client Support & Communication
- Serve as the main point of contact for prospective clients and current clients
- Respond to inquiries via phone or email within a 48-hour window
- Call prospective clients to schedule consultations and provide information about our services
- Provide updates on the status of projects and requests
- Manage and maintain the client portal and shared document folders
- Send reminders for document uploads, meetings, and deadlines
Administrative Coordination
- Monitor incoming documents and route to the appropriate staff
- Maintain client records and status tracking sheets
- Prepare and send invoices and payment links
- Ensure signed agreements and payment plans are on file
- Document internal communication and client preferences
Do you have these skills?
- Ability to manage multiple priorities and meet or beat deadlines with no errors.
- Strong organizational skills for all things logistical, scheduling, and email-related.
- Ability to manage confidential and sensitive information.
- Flawless communication skills and the ability to represent our CEO professionally (and pitch/negotiate if needed!) when dealing with networking communications.
- Detailed oriented with accuracy entering data.
- Proficiency in QuickBooks, Microsoft Excel, Microsoft Word, Google Workspace: Google Docs, Google Sheets, and other similar software products
- Experience onboarding clients and new employees
Required Skills & Qualifications
- Strong communication and interpersonal skills (written and verbal)
- Experience using cloud-based platforms such as Google Workspace, CRM tools, client portals, and task management software
- Highly organized and detail-oriented
- Ability to manage multiple clients and prioritize tasks
- Professional, friendly, and client-focused demeanor
- Knowledge of accounting/tax services or nonprofit operations (a plus, but not required)
- 2 years of administrative, client service, or virtual assistant experience
- Familiarity with Google Workspace, QuickBooks, Xero, Gusto, or other accounting/payroll platforms
- Experience supporting accounting, tax, or professional services firms What We Offer
- Flexible work environment
- Supportive and mission-driven team
- Opportunities for training and growth
- The chance to make a real difference for small businesses and nonprofits
HOW TO APPLY: Send your resume and a brief cover letter to eliza@connertax.com with the subject line “Client Coordinator Application – [Your Name]”.
Job Types: Part-time, Temporary
Pay: $15.00 per hour
Work Location: In person
Salary : $15