What are the responsibilities and job description for the Client Services Coordinator position at Elevated Tax and Accounting?
Overview
Our Missoula-based tax and accounting firm is looking for a dependable, upbeat, and detail-oriented Client Services Coordinator to be the face and backbone of our front office. This position blends client service, office administration, and light tax operations support in a dynamic and supportive environment.
Key Responsibilities
- Serve as the first point of contact for clients and visitors — in person, over the phone, mail, and via email/chat.
- Route inquiries to the appropriate team members with professionalism and accuracy.
- Handle client invoicing and respond to billing-related questions.
- Set up new client profiles and job records using TaxDome and CCH platforms.
- Support accurate and timely data entry for client information.
- Monitor e-filing and tax return processing workflows.
- Assist with document collection for tax and accounting projects.
- Complete ad hoc administrative and reporting projects as needed.
Who You Are
- Experienced in client service and/or office administration.
- Friendly, cheerful, and excellent communicator.
- Organized, adaptable, and detail-oriented — especially when it comes to handling sensitive financial data.
- Tech-savvy with the ability to quickly learn new software systems.
- Bachelor’s degree preferred but not required.
Schedule & Location
- Full-time, in-office role based in our downtown Missoula office.
Compensation & Benefits
- Wage: $15-$20 per hour depending on experience.
- Time Off:
- 17 paid vacation days annually
- 3 paid sick/personal days
- 8 paid holidays Christmas to New Year’s break
- 2 floating holidays
- Comp time bank for tax season overtime (occasional overtime expected between March 1 – April 15).
Our Values
Numbers tell a story, and we’re here to help you write yours. At Elevated Tax and Accounting, our focus is to partner with our clients to turn financial data into strategic insights, breakthrough opportunities, and lasting growth. We believe accounting isn’t just about balancing books – it’s about empowering businesses to reach their full potential.
- Partnership-driven service
- Efficiency in action
- Proactive problem solving
- Building better lives
Job Type: Full-time
Pay: $15.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) 4% Match
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- High school or equivalent (Required)
Shift availability:
- Day Shift (Required)
Ability to Commute:
- Missoula, MT 59802 (Required)
Work Location: In person
Salary : $15 - $20