What are the responsibilities and job description for the Client Services Coordinator - CPA Firm position at VG CPA PC?
We are seeking a proactive and detail-oriented Client Services Coordinator to support our CPA firm’s client onboarding and documentation process. This role is ideal for someone who enjoys interacting with clients, organizing information, and helping ensure smooth operations in a professional services setting.
Key Responsibilities:
- Communicate with clients to collect required documents and follow up on missing items
- Review client submissions for completeness and accuracy
- Provide preliminary fee estimates based on scope and complexity
- Coordinate internally with CPAs and staff to ensure timely processing
- Maintain organized digital records and track client progress
- Assist with scheduling, reminders, and client updates
- Uphold confidentiality and professionalism in all interactions
Qualifications:
- Prior experience in client service, administrative support, or accounting firm operations
- Strong communication and interpersonal skills
- Highly organized with attention to detail
- Comfortable with digital tools and document management systems
- Ability to handle sensitive information with discretion
- Familiarity with tax or financial terminology is a plus
What We Offer:
- Supportive team environment with room to grow
- Competitive compensation based on experience
- Standard business hours with some flexibility
- Opportunity to work closely with experienced CPAs and learn the business
To Apply:
Please submit your resume and a brief cover letter outlining your experience and interest in the role.
