HW CPAs + Advisors, PC is a trusted public accounting firm built on integrity and purpose. With 50+ years of experience serving businesses, nonprofits, families, and individuals, we combine technical expertise with genuine care. Our team is approachable, attentive, and invested in the success of every client we serve. We listen before we advise, understand goals before offering solutions, and build lasting relationships based on clear communication, responsive service, and practical guidance. We're seeking an administrative professional to join our team and support our mission of delivering outstanding service. We leverage modern technology and tools to streamline our work and enhance the client experience, allowing us to be both proactive and efficient. We're looking for someone who embodies our core values clarity, connection, and a commitment to helping our clients move forward with confidence.
Position Overview:
The Client Success Coordinator serves as a key point of contact for clients and team members, delivering exceptional service while ensuring the smooth coordination of administrative, client-facing, and operational activities. This role requires a highly organized, polished professional who excels at building relationships, managing multiple priorities, and contributing to an outstanding client experience.
Key Responsibilities:
- Foster positive client relationships through professional, responsive communication and exceptional service.
- Coordinate client meetings, conference calls, and team events, including scheduling, room preparation, technology setup, and catering arrangements.
- Manage calendars for partners and team members, ensuring efficient scheduling and prioritization of appointments and deadlines.
- Draft, edit, and proofread correspondence, reports, and client communications on behalf of leadership.
- Serve as a welcoming first point of contact by greeting clients, answering incoming calls, and providing front-office support.
- Assist with client onboarding, appointment scheduling, and ongoing client engagement activities.
- Process and distribute client deliverables, including tax returns, invoices, and other confidential documents.
- Maintain accurate document management systems, including scanning, filing, copying, collating, and electronic recordkeeping.
- Coordinate incoming and outgoing mail, correspondence, and other office service functions.
- Ensure conference rooms, reception areas, and common spaces consistently reflect a professional and client-ready environment.
- Monitor and maintain inventory levels for office and kitchen supplies, partnering with vendors as needed to support office operations.
- Support internal team initiatives, special projects, and firm events to promote a collaborative and service-oriented culture.
- Demonstrate discretion and professionalism when handling sensitive client and firm information.
Qualifications:
- Education: High School Diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
- Experience: Minimum of three years of administrative experience in a professional services firm, or one year with a Bachelor’s degree.
- Software: Advanced proficiency in Microsoft Office Suite and Adobe Acrobat required; experience with CCH Axcess and Caseware preferred.
Skills & Abilities:
- Exceptional verbal and written communication skills with a strong grasp of grammar and punctuation.
- Ability to work in a deadline-driven environment, managing multiple projects with attention to detail.
- Maintain confidentiality and understand the importance of sensitive information.
- Effective communication and collaboration with professionals at all levels.
- Proficient in Microsoft Excel, Word, and Outlook.
- Superior client service skills with the ability to multitask and work independently or in coordination with others.
- Experienced with multi-line telephone systems.
What We Offer:
- A collaborative and supportive work environment.
- Opportunities for professional growth and development.
- Competitive salary and benefits package.
Pay: $52,000.00 - $58,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Experience:
- Administrative: 1 year (Required)
Ability to Commute:
- Winchester, VA 22601 (Required)
Work Location: In person
