Client Relations Coordinator

SBDP has been recognized as Accounting Today’s #1 Best Small Firm to Work For in 2024, as well as a Best Places to Work in 2024 by the Jacksonville Business Journal. We appreciate our amazing, talented employees who are committed to our core values.

We are a midsize firm that provides excellent client service (tax, small business accounting, and audit) primarily to small business and healthcare providers. Our nonofficial motto is “how would you want _____ if you were the client?” Our clients are not just numbers, we go beyond the numbers to be trusted business advisors. Similarly, our staff are not just employees, but part of the work family. We are located blocks from the Atlantic Ocean and have a beach lifestyle attitude while giving the very best in client service.

While we work hard to service clients and provide them access to the best information and the healthiest financial outlook, we also believe in taking care of our staff. We have a uniquely open and friendly environment and highly flexible management team allowing any member of the team to suggest improvements, give or receive assistance with a project, and create growth opportunities.

Client Relations Coordinator in Jacksonville Beach, FL

We are looking for a multi-tasker with excellent communication skills and an upbeat attitude. Successful candidates should be professional, polite and have excellent organization.

This role is based in Jacksonville Beach and is 100% in-office.

Position Summary:

The Client Relations Coordinator is an administrative role which provides support to managers, staff and clients by handling a variety of tasks. The responsibilities include maintaining office premises (supplies, inventory and office equipment). Successful candidates should be comfortable with computers, general office tasks, and have excellent verbal and written communication skills.

Job Description:

• Greet clients.
• Manages office supply and kitchen inventory. Oversees vendor management for building maintenance & repairs, office equipment, etc. Ensures office equipment is in good working order.
• Manages department supplies (i.e. W2/1099 supplies).
• Maintain Administrative Procedures Manual. Standardizes and periodically reviews procedures, forms, files, etc.; Review annual processes with departments and coordinates with CSM team (1099/W2); Maintains various checklists to ensure compliance (bookkeeping, compilations & tax).
• Proforma/Receiving projects.
• Perform receptionist duties, including a multi-line phone system.
• May be asked to run errands (post office, etc.) using personal vehicle.
• Other duties may be assigned.

This position is a direct report to the Client Service Operations Manager.

Preferred Job Qualifications:

• Minimum of High school diploma, Associates degree in Business or Accounting is preferred.
• Three (3) years of administrative experience; preferably in a CPA firm.
• Strong organization skills and ability to juggle multiple tasks and priorities.
• Working knowledge Microsoft Office Suite, and comfortable with new technology.
• Ability to follow instructions, and read, write, and communicate clearly and concisely in English.
• Ability to exercise judgment and confidentiality.
• Ability to deal effectively and maintain cooperative working relationships with firm staff and clients.

Work/Life Balance Employee Benefits:

At SBDP, we show our appreciation for our hardworking employees by offering a comprehensive work-life employee benefits package. Our benefits package includes:

• Generally work 36 hours per week outside of busy season
• 100% Firm-paid Healthcare
• 100% Firm-paid Dental Insurance
• 100% Firm-paid Life Insurance
• Optional Vision Insurance
• Firm Contribution to Health Savings Account
• Flexible Spending Accounts
• 401(k) Employer Match
• 12 Firm-paid Holidays
• Firm-paid Community Service Days
• Firm-paid CPE Credits

Visa sponsorship is not available for this position.

Location:

Jacksonville has it all, with 22 miles of stunning beaches combined with all the amenities of a metropolitan hotspot. There are multiple professional sports teams, theaters, symphonies, world-class fishing, and an up-and-coming food and wine scene! Best of all, Jacksonville is a spread-out, small city, so no need to worry about all the headaches of city life.