Client Success Coordinator

Client Success Coordinator

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It's time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you're a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources.

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives.

Founded in January 2023, Ascend has already attained revenues sufficient to qualify as a Top 30 U.S. accounting firm. Explore Ascend, where your career soars without sacrificing your quality of life.

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff.

For 7 consecutive years, we've been honored as one of Accounting Today's "Best Accounting Firms to Work For"! We've also been recognized by Business North Carolina as one of the "Best Employers in North Carolina" list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we're receiving this recognition based on our commitment to and from each employee, regardless of level.

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries. Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

The Client Concierge Staff assists the tax service line team members with project management for a number of the firm's larger client groups. Provides high-quality service by organizing client information, gathering information from clients, and responding to and anticipating client service requests in order to serve our clients at the highest level of service. Will work both internally with team and externally with clients and business affiliates. This role ensures a seamless client experience by proactively managing workflows and communication, enabling the tax team to focus on technical excellence.

Key Responsibilities

• Helps client team meet internal and external deadlines by proactive project management.
• Manages intake, organization and follow up on information needed from clients.
• Proactively updates client managers with updates on status of projects, next steps, etc.
• Responds and processes client and / or bank requests for information such as providing copies of tax returns and K-1's.
• Coordinates the sending and return of Electronic Return Authorizations, including uploading of tax returns.
• Coordinates meetings / calls with clients.
• Coordinates transmission of deliverables to client.
• Sends client 1040ES vouchers as required.
• Drafts non-technical letters to the IRS or state taxing authorities, checks for proper spelling and grammar.
• Maintains and updates client contact information such as address changes across practice management and CRM systems and updates Workflow with information when appropriate.
• Engagement binder roll-forwards.
• Files client information in appropriate binder.
• Assists in billing for the client groups.
• Coordinates client authorizations to release information to third parties.
• Follows up on engagement letters.
• Acts as communication director for the client group team.
• Other duties as assigned.

Required Qualifications

Preferred Qualifications

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we've designed a flexible work structure that enables both teamwork and independence, enhancing our employees' work experience while promoting personal well-being. This role will require 4 days in our Chapel Hill, NC office and allows for 1 day of remote work.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth :

How to Apply

Submit your information in the application section directly below! This will include :

For further questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at kchedgy@ascendtogether.com.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity / expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.