Experience Coordinator

BLANKENSHIP CPA GROUP PLLC•Nashville, TN

2d•Onsite

About The Position

Blankenship CPA Group, PLLC is seeking an Experience Coordinator for their Murfreesboro office. This role is crucial in delivering exceptional client care by supporting Relationship Managers and building strong client relationships. The position involves administrative support, managing client outcomes, and contributing to the tax department's success within a 'People First' culture. The role can be tailored to the candidate's experiences and specialties.

Requirements

Bachelor's degree or equivalent experience
Strong organizational and time management skills
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite and relevant software
Attention to detail and accuracy
Ability to work independently and as part of a team

Nice To Haves

Experience working in public accounting, banking, or financial management a plus

Responsibilities

Serve as a primary point of contact for clients, handling inquiries and requests promptly and professionally.
Maintain accurate and up-to-date client contact information.
Contribute to client retention efforts by addressing concerns and providing excellent service.
Provide administrative support to Relationship Managers, including scheduling meetings, managing calendars, and coordinating client onboarding/offboarding.
Assist with tax preparation, processing, and document management.
Manage tax workflow activities and prioritize client and team assignments.
Ensure accurate and timely completion of individual tax returns.
Maintain a welcoming office environment, including managing conference room schedules and guest hospitality.
Assist with internal event planning and execution.