Client Services Coordinator

Bober Markey Fedorovich • Akron, OH

3d

About The Position

The Client Services Coordinator supports the delivery and processing of tax returns, manages workflow, coordinates client communication, and provides administrative support to help ensure exceptional client service. The role provides tax-return processing assistance to the Tax Department as well as administrative and firm-operations support. It involves handling sensitive financial and client information confidentially and professionally, coordinating with tax professionals and administrative colleagues, and supporting seasonal workflow demands.

Requirements

• Ability to effectively use Microsoft Word, Excel, and Outlook.
• Ability to operate office equipment such as telephones, scanners, and copiers.
• Ability to complete work efficiently and accurately.
• Ability to adapt to change.
• Ability to organize work and projects, prioritize, and meet deadlines.
• Ability to contribute to a team effort.
• Ability to effectively multitask.

Nice To Haves

• College education is preferred but not required.
• At least three years of administrative experience with a CPA firm or professional services firm is preferred but not required.
• Ability or willingness to learn and apply AI tools, including Microsoft Copilot and similar platforms, to streamline administrative workflows, enhance productivity, and drive operational efficiency.

Responsibilities

• Process and finalize delivery of tax returns and related documents.
• Prepare and coordinate transmittal letters, filing instructions, engagement documentation, and client correspondence.
• Review tax-return packages for accuracy, completeness, organization, formatting consistency, and compliance with firm procedures.
• Process tax engagement letters, annual tax organizers, 1099s, and payroll reports.
• Maintain organized electronic client files by scanning, organizing, and bookmarking documents according to firm standards.
• Apply and manage electronic-signature requests and verify required documentation is complete before release.
• Monitor and update workflow systems, including routing, status tracking, reporting, and turnaround monitoring.
• Assist with extension processing, tax payments, e-file documentation, and filing-deadline coordination.
• Coordinate with tax professionals and administrative team members to support timely, accurate delivery of client work.
• Handle sensitive financial and client information confidentially and professionally.
• Provide administrative support to tax and operational teams, including data entry, file maintenance, and document organization.
• Assist with special projects, process-improvement initiatives, and seasonal workflow demands.
• Support digital and physical document management, including archiving and records organization.
• Communicate proactively about workflow priorities, processing updates, and outstanding items.
• Prepare and distribute electronic and physical client packages using delivery platforms and shipping methods.
• Assist with answering phones and greeting clients and visitors.
• Assist with visitor and pickup logs as needed.
• Assist with coordinating firm lunches and related setup and cleanup as needed.
• Provide support for basic office technology, scanning, PDF, and document-workflow needs.

Benefits

• Highly competitive compensation and benefits packages.
• Ongoing training and professional development.
• Newly renovated office space.
• Generous PTO.
• Dress-for-your-day policy.
• Robust CPA benefits.
• Manager incentive bonus.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed