RTI Tax & Accounting is a tax and consulting firm dedicated to providing reliable, trustworthy, and professional tax services with integrity. As our Client Services Coordinator, you will help create exceptional client experiences while managing office operations and supporting firm leadership.
The ideal candidate enjoys building relationships, supporting others, staying organized, and creating positive experiences for both clients and team members.
Key Responsibilities
- Answer client calls, emails, and assist with questions about return status and firm procedures
- Schedule appointments and manage firm calendars
- Coordinate document requests, pickups, deliveries, and client portal needs
- Maintain accurate client records and workflow status in our practice management software
- Support firm leadership with communications, projects, and administrative needs
- Coordinate daily office activities, mail, supplies, and equipment
- Anticipate client and team needs to help keep daily operations running smoothly
- Help improve and document office procedures and workflows
- Share ideas and collaborate with the team to improve our client experience and office efficiency
Who We’re Looking For
- Genuinely enjoys working with people and building client relationships
- Friendly and approachable while maintaining professionalism
- Takes ownership, follows through, and notices what needs to be done
- Calm under pressure and adaptable to changing priorities
- Self-motivated and productive without always needing direction
- Enjoys being part of a small, collaborative team
- Consistent, dependable, and someone others can count on
Experience
- 3+ years of client service, administrative, office coordination, or related experience
- Strong verbal and written communication skills, including a professional phone presence
- Ability to manage multiple priorities, deadlines, and interruptions
- Proficient with Microsoft Outlook and comfortable learning new software and technology
- Tax or accounting office experience is helpful, but not required
Schedule
This is a year-round, in-office position with seasonal hours. Our schedule is Monday–Friday, 8:30 am to 5:00 pm, January through April. From May through December, our schedule shifts to 32 hours per week, Monday–Thursday, with Fridays off. Additional hours may be available during peak periods.
Our workload is seasonal, with fast-paced, client-focused periods throughout the year. As client activity decreases, the focus shifts to follow-up, office organization, and projects. We’re looking for someone who enjoys both environments and stays productive as the pace changes.
Benefits
- Health and dental insurance
- Retirement plan with employer matching
- Paid time off and holiday pay
- Four-day workweek May through December (Fridays off)
If you enjoy building relationships, helping people, staying organized, and being an important part of a small professional team, we'd love to hear from you.
Please submit your resume and a brief cover letter telling us why you'd be a great fit for RTI Tax & Accounting.
Pay: $22.00 - $26.00 per hour
Work Location: In person
