Client Relationship Administrator

Core Responsibilities

• Serve as the primary point of contact for your own portfolio of clients.
• Cook up onboarding, document collection, scheduling, and client communications.
• Coordinate projects, deadlines, and follow-up items to ensure nothing falls through the cracks.
• Keep client files and workflows organized.
• Escalate technical tax questions to the CPA while independently managing the client experience.
• Help improve and build the firm's systems, processes, and client experience as we grow.

Qualifications/Skills

• A highly organized individual with exceptional attention to detail.
• Excellent written and verbal communication skills.
• A proactive, dependable, and comfortable taking ownership attitude.
• Strong project management and organizational abilities.
• Experience in executive support, client success, operations, or professional services preferred.
• Accounting or tax experience is a plus, but not required.

Company Benefits/Perks

• A flexible, remote work arrangement.
• Own relationships with your own portfolio of clients.
• Opportunity to help build a growing CPA firm.
• A high level of autonomy and direct collaboration with the firm's owner.
• A flexible schedule with room to grow as the firm expands.