Client Service Coordinator - A&A

WilkinGuttenplan, P.C.

34d•$58,000 - $72,000•Hybrid

About The Position

WG is seeking a Client Service Coordinator to serve as the operational backbone of the Accounting & Assurance (A&A) department. This role is specifically focused on engagement coordination and operational support, ensuring the seamless preparation, movement, and completion of client engagements by owning workflow systems, managing client document intake, coordinating with engagement teams, and providing targeted workflow support to the A&A team. The ideal candidate brings direct experience working in or alongside a public accounting firm, understands the audit engagement lifecycle, and is highly proficient with workflow and engagement management tools. The Client Service Coordinator is a proactive, detail-driven professional who takes ownership of keeping engagements moving, clients responsive, and the team focused on billable work.

Requirements

Associate’s or Bachelor’s degree in Accounting, Business Administration, or a related field.
2+ years of experience in a public accounting firm or professional services environment in an administrative, operations, or paraprofessional capacity.
Familiarity with Suralink or similar client document request and collaboration platforms.
Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Teams); ability to quickly learn new programs and technologies.
Strong understanding of audit engagement workflow and document lifecycle (pre-fieldwork through issuance).
Exceptional organizational skills with the ability to manage multiple engagements and deadlines simultaneously.
Professional written and verbal communication skills; comfortable following up directly with clients.
Ability to handle sensitive information with confidentiality and professionalism.
Proactive problem-solver who can work independently and escalate appropriately.
Possesses and demonstrates strong understanding and alignment with our firm’s core values of honesty and candor, continual learning, innovation, mentorship, leadership, team player, client committed, and community oriented.

Nice To Haves

Working knowledge of CCH Axcess (or ProSystem fx) engagement management, including binder rollforwards and Trial Balance import a plus.

Responsibilities

Monitor Suralink continuously to ensure timely movement of client engagements through each phase of the workflow.
Roll forward client request lists within Suralink for recurring and annual engagements.
Follow up with clients regarding pending documentation, outstanding items, and information requests.
Pull relevant documents and reports from client portals (GL systems, RCM systems, banking portals, TPA and payroll portals, proprietary systems) for use in A&A engagements.
Confirm completeness and readiness of key documents upon receipt, including: Trial Balance and General Ledger, Budget, AR/AP Aging, bank statements, and all other required engagement documentation.
Route completed engagement packages to fieldwork queues and notify appropriate team members when engagements are ready to begin.
Escalate stalled or delayed document requests to the appropriate Manager or Partner with sufficient lead time.
Perform CCH Binder rollforwards for recurring engagements across the A&A portfolio.
Manually import Trial Balances into CCH engagement software as needed.
Assist with maintaining engagement documentation and ensuring workflow accuracy throughout the engagement lifecycle.
Support overall CCH Axcess engagement setup, organization, and closeout procedures.
Assist with Guided Risk Assessment (GRA) setup and Guided Assurance procedures under the direction of engagement managers.
Run and distribute tracking and status reports on a scheduled and ad hoc basis.
Follow up on outstanding accounts receivable and billing items on behalf of the engagement team.
Update and maintain documents in GFR and other internal document management systems.
Support and maintain the A&A department pipeline in HubSpot, ensuring records are accurate and up to date through collaborations with Marketing department.
Support and maintain the proposal process for A&A department; assist with collaboration with marketing team in preparing proposals, as directed by Partners and Managers.
Provide general administrative support to the A&A / Commercial Partners and Managers.
Provide backup support to administrative staff firm-wide during peak periods, deadlines, or coverage needs.
Serve as a liaison between the A&A engagement team and the Resource Management team to communicate engagement readiness and pipeline status.
Flag scheduling conflicts or capacity issues when engagements are delayed beyond expected timelines.
Coordinate with administrative staff on shared tasks, coverage arrangements, and firm-wide deadlines.
Attend department meetings and provide engagement status and workflow updates as needed.