CLIENT SERVICES COORDINATOR

AccuVisors is an a-typical, multifaceted, growing CPA firm with a lively staff that is teamwork oriented with a beautiful work environment and a collaborative and growth-oriented company culture. We are looking to add a solution-driven, highly motivated critical thinker with an incredible attention to detail to augment our team. We have an open position for a Client Service Coordinator who is sharp, long-term goal oriented, and wants to be an integral part of our future growth, as we strive to encourage and promote the qualified candidate’s short and long-term career goals.

Responsibilities and Daily Role Requirements

Provide tax, and administrative support to all staff including the following:

· Front Desk Representative - Answer phones/calendar management ( schedule meetings and calls)

· Suite Management – Order Supplies, maintain reception and waiting area, upkeep conference room and kitchen

· Understand and facilitate tax workflow process ensuring that extension and filing deadlines are met.

· Client Correspondence: composing letters, emails, and simple reports to clients

· Scanning, faxing, and filing of paper or electronic documents as well as returning client records

· Creating services Engagement Letters and electronic tax organizers/questionnaires for clients

· Preparing and emailing estimated payment vouchers to clients along with filing tax returns in Lacerte

· Reviewing, organizing, and checking client documents, including contacting clients for any missing information

· Printing and organizing paper returns for certified mailing

· Monitoring workflow to ensure projects are up to date, and will be completed by “promised” dates

· Prepare Power of Attorney forms, file with government entities, and track processing

· Review and distribution of IRS/FTB/BOE/EDD correspondence to appropriate staff

· Preparing final invoices when work completed and collecting payments/ company-wide collections

· Utilizing our Practice Management software to track client information, update project statuses, and support the timely completion of projects.

Qualifications and Skills- training included and increases with performance

· Minimum 7+ years’ experience (20+ preferred) in a professional office environment. CPA/Tax firm preferred

· CRM software experience helpful

· Proficient with office software such as Microsoft Office- Word, Excel, PowerPoint

· Sound knowledge of general administrative processes

· Professionalism, maturity, responsibility, initiative, accountability

· Determined work ethic / punctual / pro-active / has a meticulous attention to detail /

organized / self-motivated/ problem-solver/ solution oriented/ highly trustworthy

· Excellent verbal and written communication skills

Full Benefits and 401K Plan Offered!

Medical/Dental/Vision, Basic Life Insurance, LT Disability Insurance, 401K with company match, and more!

AccuVisors, Inc. jobs

Client Services Coordinator