Tax Client Services Coordinator I
About The Position
Clark Nuber is seeking a dynamic Tax Client Services Coordinator I who excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion. This role involves direct client engagement and thrives in a collaborative environment. The ideal candidate is organized, detail-oriented, flexible, enthusiastic, confident, and possesses strong communication and business writing skills. Accuracy and a methodical approach are vital as the work directly impacts clients. This coordinator will collaborate to streamline workflows and manage the task queue for client engagements, becoming an integral part of a diverse and dynamic team. The firm fosters professional development and offers a rewarding challenge.
Requirements
- High school diploma; or a combination of education and directly related work experience.
- 1 year of experience in project coordination or financial controls and progressively been responsible for providing support to multiple constituents.
- Must pass a background check, including a credit check.
Nice To Haves
- Previous professional services company experience preferred.
Responsibilities
- Monitor, resource, and track projects for tax clients including scheduling, timing, action plans, updating of client and internal trackers, tracking of workflow through entire cycle, and communicating progress to team members.
- Manage the administrative process of a project including communicating with clients to ensure timeliness and accuracy, planning, conflict checks, budgeting, resource management, engagement initiation, and deliverable development.
- Monitor saving and review processing queues; save completed tax returns or drafts for client.
- Collaborate with engagement managers to confirm scope requirements and determine key readiness metrics; Begin to contact clients with manager oversight.
- Monitor administration of controls in the project/engagement process to ensure all relevant controls are performed for each engagement throughout project lifecycle.
- Assist with research and developing of tools, templates, and processes for project planning and execution.
- Create and maintain project management procedures to support the success of the full project lifecycle from initiation to close.
- Initiate client service agreements for preparation and track status.
- Create and/or update scheduling spreadsheets and roll forward Provided by Client lists (PBC).
- Update CRM and keep projects moving in system as needed.
- Schedule weekly check-in meetings with Managers and Shareholders.
- Meet regularly with niche leaders to adjust ongoing task list as needed.
- Arrange and attend internal practice development and production meetings.
- Compile board presentation and other meeting materials.
Benefits
- Fully paid medical insurance
- Fully paid dental insurance
- Fully paid vision insurance
- Fully paid life insurance
- Fully paid short-term disability insurance
- Fully paid long-term disability insurance
- Fully paid AD&D insurance
- Subsidized dependent coverage
- 10 paid holidays
- Up to 5 weeks of flexible time off annually
- Sabbatical program for tenured employees
- Paid parental leave
- Coverage for licensing, certifications, tuition, and association fees
- Matching 401(k)
- Annual profit-sharing
- Special performance bonuses
- On-the-spot recognition rewards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
