What are the responsibilities and job description for the Client Services Coordinator position at Louis Plung & Company?
Job Type
Part-time
Description
Why Join Us?
Louis Plung & Company (LPC) is a growth-minded firm focused on results through collaboration between staff and clients. We offer our staff challenging work and plenty of opportunity for growth and development through our career paths. We continue to adopt new software and digital platforms to keep on top of technology changes and improve efficiency. If you are looking for a forward-thinking company where your voice will be heard, your contributions valued, and your abilities challenged, LPC may be the place for you!
Position Overview
The Client Services Coordinator in the Tax Department will play a crucial role in ensuring the smooth operation of client services. This position involves coordinating client interactions, managing administrative tasks, and supporting the tax team to deliver high-quality service.
Experience Requirements
2 years of experience in a client-facing role, preferably in an accounting or professional services firm.
Key Responsibilities
Not only does LPC offer employees a competitive salary and benefits package, but we also cultivate a fun and casual atmosphere including flexible work arrangements. LPC is honored to also be named one of Inside Public Accounting’s (IPA) Top 400 Firms for 2024, as well as one of IPA’s 400 Fastest Growing Firms for 2024. Join in on the excitement!
Part-time
Description
Why Join Us?
Louis Plung & Company (LPC) is a growth-minded firm focused on results through collaboration between staff and clients. We offer our staff challenging work and plenty of opportunity for growth and development through our career paths. We continue to adopt new software and digital platforms to keep on top of technology changes and improve efficiency. If you are looking for a forward-thinking company where your voice will be heard, your contributions valued, and your abilities challenged, LPC may be the place for you!
Position Overview
The Client Services Coordinator in the Tax Department will play a crucial role in ensuring the smooth operation of client services. This position involves coordinating client interactions, managing administrative tasks, and supporting the tax team to deliver high-quality service.
Experience Requirements
2 years of experience in a client-facing role, preferably in an accounting or professional services firm.
Key Responsibilities
- Assist clients with streamlined bill pay services.
- Assist clients with setting up QuickBooks Online.
- Serve as the primary point of contact for clients, addressing inquiries and providing timely responses.
- Schedule and coordinate client meetings, including preparation of necessary documentation.
- Maintain and update client records in the firm’s database.
- Assist in the preparation and filing of tax documents.
- Manage the calendar for the tax department, ensuring deadlines are met.
- Coordinate with other departments to ensure seamless client service delivery.
- Draft and send client communications, including emails, letters, and reports.
- Facilitate effective communication between clients and the tax team.
- Handle confidential information with discretion and professionalism.
- Track the progress of client projects and ensure timely completion.
- Assist in the preparation of project reports and presentations.
- Coordinate with team members to ensure all client needs are met.
- Track the progress of client projects and ensure timely completion.
- Assist in the preparation of project reports and presentations.
- Coordinate with team members to ensure all client needs are met.
- All other job tasks as assigned by direct manager.
- High School Diploma or GED equivalent – Required.
- Bachelor’s degree in Business Administration, Accounting, or a related field – Preferred.
- Strong organizational and time-management skills.
- Excellent analytical, research, and problem-solving skills.
- Excellent written and verbal communication skills.
- Proficiency in tax software and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to work independently and as part of a team.
- Attention to detail and accuracy.
- Familiarity with tax terminology and processes is a plus.
- Experience with client relationship management (CRM) software is a plus.
- Experience with QuickBooks Online and Bill Pay Software is a plus.
- Ability to sit for extended periods while working at a computer.
- Occasionally required to stand, walk, and reach with hands and arms.
- Ability to lift and carry office supplies and equipment up to 20 pounds.
- Manual dexterity required for operating office equipment (e.g., computers, printers).
Not only does LPC offer employees a competitive salary and benefits package, but we also cultivate a fun and casual atmosphere including flexible work arrangements. LPC is honored to also be named one of Inside Public Accounting’s (IPA) Top 400 Firms for 2024, as well as one of IPA’s 400 Fastest Growing Firms for 2024. Join in on the excitement!
