Accounting and Tax Intake Coordinator

Tax and Accounting Intake

We are seeking a detail-oriented and communicative Client Representative to join our accounting firm. In this role, you will serve as the primary bridge between our clients and our accounting team. You will ensure seamless communication, gather necessary financial documents, and maintain high client satisfaction. This position does not require you to file taxes, but it requires a basic understanding of financial timelines and exceptional organizational skills and attention to detail.

Key Responsibilities

• Primary Contact: Act as the main point of contact for clients via phone, email, and in-person visits.
• Document Management: Collect, organize, and upload client tax documents and financial records into our secure portal.
• Scheduling: Coordinate and manage calendars for our staff and accountants, scheduling client consultations and review sessions.
• Onboarding: Welcome new clients, set up their profiles in our system, and walk them through our intake process.
• Status Updates: Keep clients informed on the progress of their engagement.
• Administrative Support: Manage office mail, scan documents, and handle billing inquiries or payment processing.

Qualifications

• Experience: 2+ years in a client-facing, administrative, or customer service role (experience in professional services like accounting, legal, or banking is highly preferred).
• Communication: Excellent verbal and written communication skills with a professional demeanor.
• Tech Savvy: Proficiency with office software (MS Office, Google Workspace) and ability to quickly learn accounting portals. Experience with QuickBooks (Desktop and Online) is highly preferred.
• Organization: Strong attention to detail with the ability to multitask during the busy tax season.
• Discretion: Ability to handle sensitive, confidential financial information with absolute integrity.

What We Offer

• Competitive hourly wage / salary based on experience.
• Paid time off (PTO) and paid holidays.
• A supportive, collaborative team environment.