Client Services Coordinator (Local Hybrid)

Are you a dynamic individual that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion?

If you thrive in a collaborative environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new Client Services Coordinator .

Celebrated as a top accounting firm and honored as a "Best Workplaces" by PSBJ, we offer an environment where your professional growth is our priority.

At Clark Nuber, we are on the lookout for individuals who are not just organized and detail-oriented, but who also exhibit flexibility, enthusiasm, confidence, and a knack for positive interactions.

Your exceptional communication and business writing skills will be key in this role. Accuracy and a methodical approach are vital, as the work you do directly impacts our clients.

A Client Services Coordinator collaborates to streamline workflows and manage the task queue for client engagements. You will become an integral part of a diverse and dynamic team, where your ability to work with various personalities, adapt to different styles, and maintain a positive attitude will be highly valued.

If you are ready to take on this rewarding challenge and contribute to our esteemed team at Clark Nuber, we would be excited to hear from you.

Join us in our commitment to excellence and become part of a firm that not only values your skills but also fosters your professional development.

Once fully trained, a hybrid schedule is an option to consider but you will still be required to be in the office weekly.

Normal work hours are Monday-Friday 8am to 5pm with some flexibility on the start time.

You will work with the tax team to :

• Monitor, resource, and track projects for tax clients including scheduling, timing, action plans, updating of client and internal trackers, tracking of workflow through entire cycle, and communicating progress to team members.
• Manage the administrative process of a project including planning, conflict checks, budgeting, resource management, engagement initiation, and deliverable development.
• Collaborate with engagement managers to confirm scope requirements, determine key performance metrics, generate forecasts, and track profitability.
• Monitor administration of controls in the project / engagement process to ensure all relevant controls are performed for each engagement throughout project lifecycle.
• Assist with research and developing of tools, templates, and processes for project planning and execution.
• Create and maintain project management procedures to support the success of the full project lifecycle from initiation to close.
• Prepare client service agreements for distribution to clients and track status.
• Monitor new entity checklists and follow-up as necessary.
• Create and / or update scheduling spreadsheets and roll forward Provided by Client lists (PBC).
• Help monitor tax compliance and coordinate with tax administrative assistants.
• Update CRM and keep projects moving in system as needed.
• Schedule weekly check-in meetings with managers and shareholders.
• Meet regularly with tax shareholders to adjust ongoing task list as needed.
• Arrange and attend internal practice development and production meetings.
• Compile board presentation and other meeting materials.
• Print, bind, and deliver highlighted forms, schedules, and instructions as needed.
• Communicate weekly with and back up other client service coordinators within the firm when required.
• Complete special projects and other duties as assigned by the Shareholders and Managers to support the needs of the organization.

Education : Degree in Business or related field preferred or a combination of education and directly related work experience.

Experience : 3+ years’ experience in project coordination or financial controls and progressively been responsible for providing support to multiple constituents.

Previous professional services company experience preferred.

Pay Rate Range : $25.86 per hour minimum to $38.80 per hour maximum pay range

Benefits : Clark Nuber offers 100% paid insurance premiums (medical, dental, vision, life, short-term & long-term disability, and accidental death & dismemberment insurances) for employees and partially paid premiums for dependents.

We offer paid parental leave, eleven paid holidays and we ask employees to take at least 4 weeks of flexible time off per calendar year.

We are a strong supporter of learning and development for all employees whether it is licensing related, certificates, tuition reimbursements, professional association fees or other related continuing education.

We offer a 401k and profit-sharing plans and so much more.