Client Excellence Coordinator
About The Position
Kenny & Kenny P.C. is a CPA firm providing accounting, tax preparation, business advisory, and exit planning services. The firm emphasizes personable client service and strategic business consulting. The part-time Client Excellence Coordinator serves as a key connection between clients and the professional team. The role ensures client requests are acknowledged, information flows smoothly, deadlines are tracked, and clients understand next steps. The coordinator helps deliver an outstanding client experience, supports strong client relationships, and contributes to efficient firm operations. The role involves learning the firm's technology stack and interacting with clients in a friendly, welcoming manner; training and skill development are provided. The position offers a stated pay range of $24–$30 per hour, based on experience and commitment, flexible office hours, work-life balance, and an opportunity for professional growth.
Requirements
- Excellent written and verbal communication skills.
- Strong organizational skills and attention to detail.
- A friendly, professional, and service-oriented personality.
- Ability to manage multiple priorities independently.
- Proficiency with Microsoft Outlook, Word, Excel, and other cloud applications.
- Commitment to confidentiality and protecting sensitive client information.
Nice To Haves
- Experience managing an office environment.
- Experience with tax and accounting software.
- Experience using AI in a professional setting.
Responsibilities
- Serve as a friendly, professional first point of contact for clients.
- Respond promptly to phone calls, emails, and client inquiries.
- Proactively follow up on outstanding client requests and documentation.
- Coordinate client onboarding, engagement renewals, and service transitions.
- Ensure clients receive timely updates and feel valued throughout their relationship with the firm.
- Manage and monitor client workflows using Karbon practice management software.
- Track deadlines, outstanding assignments, and follow-up commitments.
- Coordinate the secure collection and delivery of tax and accounting documents.
- Help schedule client meetings and organize meeting preparation.
- Identify bottlenecks and communicate priorities to the appropriate team members.
Benefits
- $24–$30 per hour based on experience and commitment.
- Flexible office hours.
- Work-life balance.
- Opportunity to grow professionally.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Education Level
No Education Listed
