Client Experience Coordinator
Accent CPA · Fort Collins, Colorado, United States
FULL TIMEpermanent
Job Description
About Accent CPA
Find out more about this role by reading the information below, then apply to be considered.
Accent CPA is a growing Fort Collins firm providing tax planning, bookkeeping, and fractional CFO services to business owners and their families. All of our clients value a committed, ongoing relationship; as such, we are consistently working with them throughout the year, not just during tax season. That model only works if we’re responsive, organized, and on top of communication and administration of projects, and we take that seriously.
While we take our service commitments very seriously, we're also fun to work with! At least we think so. This isn't a rigid work environment; we love finding new ways to do things and innovating on the client experience. We would love to bring someone along who shares the desire to have a real impact on our community and enjoys solving problems/bringing new ideas to the table.
Your Role
This position exists to support both our clients and professional staff. You’ll handle client communication, keep projects moving, run the admin side of the firm, and provide executive support to our professional staff.
The right person for this role is sharp, dependable, proactive, and genuinely good with people. As the first point of contact for a lot of our communication with clients, we will be valuing someone who our clients enjoy getting to hear from. And given the sensitive technical nature of our work, professionalism, confidentiality, and good judgement are key differentiators for this role.
Responsibilities
Client communicationServe as the first point of contact for client by phone and emailDraft and send document requests, reminders, follow-ups, and general correspondenceHelp onboard new clients
Project tracking and deliveryTrack work in progress and follow up on anything that’s stalledManage tax season administration: engagement letters, document collection, e-file authorizations, electronic return delivery/filing, and filing confirmationsKeep client records and internal systems accurate and current
Administrative supportManage staff calendars and schedule client meetingsMaintain to-do lists and follow up on open itemsStay ahead of deadlines and flag issues before they become problemsOffice administration and day-to-day operationsSupport client communications, including our weekly newsletterAssist with social media marketing strategies
QualificationsBachelor’s degree2–5 years of experience in an administrative, executive assistant, or client service roleExperience at a CPA firm, law firm, or financial services firm is a big plusStrong written communicationHighly organized, with consistent follow-throughComfortable learning new softwareDiscretion with confidential financial information
ScheduleMonday through Friday, 8:00 a.m. to 5:00 p.m., in our Fort Collins office. Hours may run longer from February through mid-April, with overtime paid. xzbcwsv
Pay and benefits$50,000–$58,000 per year, depending on experience; overtime-eligible2 weeks of paid vacationPaid sick leave9 paid holidays
How to applySubmit your resume along with a short paragraph on why you’re interested in this role.
We can't wait to hear from you!
Find out more about this role by reading the information below, then apply to be considered.
Accent CPA is a growing Fort Collins firm providing tax planning, bookkeeping, and fractional CFO services to business owners and their families. All of our clients value a committed, ongoing relationship; as such, we are consistently working with them throughout the year, not just during tax season. That model only works if we’re responsive, organized, and on top of communication and administration of projects, and we take that seriously.
While we take our service commitments very seriously, we're also fun to work with! At least we think so. This isn't a rigid work environment; we love finding new ways to do things and innovating on the client experience. We would love to bring someone along who shares the desire to have a real impact on our community and enjoys solving problems/bringing new ideas to the table.
Your Role
This position exists to support both our clients and professional staff. You’ll handle client communication, keep projects moving, run the admin side of the firm, and provide executive support to our professional staff.
The right person for this role is sharp, dependable, proactive, and genuinely good with people. As the first point of contact for a lot of our communication with clients, we will be valuing someone who our clients enjoy getting to hear from. And given the sensitive technical nature of our work, professionalism, confidentiality, and good judgement are key differentiators for this role.
Responsibilities
Client communicationServe as the first point of contact for client by phone and emailDraft and send document requests, reminders, follow-ups, and general correspondenceHelp onboard new clients
Project tracking and deliveryTrack work in progress and follow up on anything that’s stalledManage tax season administration: engagement letters, document collection, e-file authorizations, electronic return delivery/filing, and filing confirmationsKeep client records and internal systems accurate and current
Administrative supportManage staff calendars and schedule client meetingsMaintain to-do lists and follow up on open itemsStay ahead of deadlines and flag issues before they become problemsOffice administration and day-to-day operationsSupport client communications, including our weekly newsletterAssist with social media marketing strategies
QualificationsBachelor’s degree2–5 years of experience in an administrative, executive assistant, or client service roleExperience at a CPA firm, law firm, or financial services firm is a big plusStrong written communicationHighly organized, with consistent follow-throughComfortable learning new softwareDiscretion with confidential financial information
ScheduleMonday through Friday, 8:00 a.m. to 5:00 p.m., in our Fort Collins office. Hours may run longer from February through mid-April, with overtime paid. xzbcwsv
Pay and benefits$50,000–$58,000 per year, depending on experience; overtime-eligible2 weeks of paid vacationPaid sick leave9 paid holidays
How to applySubmit your resume along with a short paragraph on why you’re interested in this role.
We can't wait to hear from you!
Details
| Company | Accent CPA |
| Location | Fort Collins, Colorado, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |