Client Services Coordinator

What You'll Do

• Welcome clients and manage calls, emails, and appointments
• Keep documents organized, scanned, and routed correctly
• Support CPAs with admin tasks and client follow-ups
• Maintain a tidy, professional, and positive office atmosphere

What You Bring

• Strong communication skills and a client-first attitude
• Solid organization skills and comfort juggling multiple tasks
• Office experience (prefer accounting or tax exposure, but not required)
• Full-time availability, in-office Monday-Friday