Client Services Coordinator

The Client Services Coordinator (Tax) performs a variety of administrative functions in support of senior management to ensure exceptional client service and efficient operations. The CSC holds a highly production-focused role, working closely with Client Liaison Specialists and Office Administrators to keep work progressing efficiently. The position requires collaboration across multiple offices and centralized teams, leveraging technology and standardized processes to support firm-wide consistency and service excellence.

Roles & Responsibilities

Administrative Tax Support

• Coordinate distribution of tax organizers and engagement letters.
• Format and process reports and letters.
• Organize electronic and paper client documents.
• Assemble, scan, and file both physical and electronic tax return documents and extensions
• Assist in meeting coordination and scheduling as needed.
• Support client communication channels to maintain efficiency and meet client expectations.
• Distribute quarterly estimates provided by Client Liaison Specialist.
• Communicate client feedback and requests to improve overall client experience.
• Utilize firm technology and automated workflows to efficiently complete tasks and improve operational effectiveness.
• Provide additional support as needed by completing additional assigned duties to ensure firm-wide success.
  
  

Professionalism & Service Excellence

• Actively participate in self‐development activities and work toward challenging goals.
• Ability to maintain positive working relationships with all team members.
• Approach challenges with a focus on team success and the consideration for others.
• Demonstrate experience working across multiple systems and technologies to support administrative and operational processes.
• Comfortable working with automated processes and digital workflows, with the ability to adapt to new tools and efficiencies.
• Proven ability to collaborate effectively with colleagues across multiple offices and centralized teams to support firm-wide initiatives and client service.
• Ability to manage multiple tasks simultaneously with strong time management and effective prioritization of high-priority assignments.
  
  

Education, Experience, & Other Requirements

• 2-year College degree (preferred).
• 5 years of relevant experience (preferred).
• Possesses a high level of integrity and ability to respect confidentiality.
• Excellent written and verbal communication skills.
• Proficient in the use of Outlook, Word, Excel, SharePoint, and the ability to effectively navigate and learn multiple software platforms.
• Highly adaptable and comfortable working in a fast-evolving environment where processes, tools, and priorities may change frequently.
  
  

This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.