Client Services Coordinator

Job description

The Client Services Coordinator (Tax) performs a variety of administrative functions in support of senior management to ensure exceptional client service and efficient operations. The CSC holds a highly production-focused role, working closely with Client Liaison Specialists and Office Administrators to keep work progressing efficiently. The position requires collaboration across multiple offices and centralized teams, leveraging technology and standardized processes to support firm-wide consistency and service excellence. Roles & Responsibilities: Administrative Tax Support: · Coordinate distribution of tax organizers and engagement letters. · Format and process reports and letters. · Organize electronic and paper client documents. · Assemble, scan, and file both physical and electronic tax return documents and extensions · Assist in meeting coordination and scheduling as needed. · Support client communication channels to maintain efficiency and meet client expectations. · Distribute quarterly estimates provided by Client Liaison Specialist. · Communicate client feedback and requests to improve overall client experience. · Utilize firm technology and automated workflows to efficie...