Client Service Coordinator - Tax

Copeland Buhl & Company PLLP is looking to add a Client Service Coordinator to our firm. At Copeland Buhl, one of the Midwest’s leading accounting and advisory services firms, we offer the comprehensive expertise of a market leader—while never losing sight of the things the people we serve appreciate most. With little staff turnover, we can deliver the consistent personal service that our clients crave, year after year.

As a Client Service Coordinator, you will work within a team of experienced professionals to play an integral role in delivering exceptional experience to each client.

Key Responsibilities:

• Develop relationships with clients through professional and effective communications.
• Work with clients to obtain all required documents for the services we provide them.
• Maintain client contact information and internal databases related to client projects and tracking.
• Help prepare client invoices and ensure timely delivery to clients, following up on payments as necessary.
• Ensure client projects are being completed and coordinate timing with internal team as well as the client.
• Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding.
• Preparing engagement letters and following up on signature.

Qualifications:

• Bachelor's degree preferred.
• Experience in tax, financial services, or other professional services preferred.
• Excellent written and verbal communication skills.
• Customer service oriented.
• Experience managing time sensitive information and the ability to meet strict deadlines.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Proficient with Microsoft Office Suite.

Benefits:

• Hourly pay
• 401(k) with company match
• Medical with company contribution to HSA
• Flexible work schedule

What employees say about working at Copeland Buhl:

"Copeland Buhl places a significant amount of emphasis on being kind and supportive to your co-workers."

"With perspective of another firm- Copeland does a better job with training and development. They put time into each individual."

"Copeland Buhl has a great work/life balance and gives me the ability to work flexible hours that work for me and my family."

Copeland Buhl & Company PLLP is an Equal Opportunity Employer