Wroblewski & Newsom CPAs is seeking a friendly, organized, and dependable Client Service Coordinator to become the first point of contact for our clients. We are a growing local CPA firm that values professionalism, teamwork, and exceptional customer service.
This position is ideal for someone who enjoys helping people, staying organized, and working in a professional office environment.
Key Responsibilities
- Welcome clients and visitors with a friendly, professional attitude
- Answer and direct incoming phone calls
- Schedule appointments and manage calendars
- Assemble tax returns and client documents
- Scan, organize, and maintain electronic files
- Process incoming and outgoing mail
- Assist clients with electronic signatures and secure client portal access
- Prepare correspondence and other administrative documents
- Help maintain an organized and efficient office
- Provide general administrative support to the accounting staff
- Assist with additional office projects as needed
Qualifications
- Friendly and professional personality
- Excellent customer service and communication skills
- Strong organizational skills and attention to detail
- Comfortable using computers and learning new software
- Ability to prioritize tasks and work independently
- Reliable, dependable, and willing to learn
Experience in an accounting or professional office is a plus but is not required. We are happy to train the right person with a positive attitude and strong work ethic.
What We Offer
- Monday-Friday daytime schedule
- No evenings or weekends (except occasional tax season needs)
- Paid holidays
- Paid time off
- Retirement Plan
- Supportive, team-oriented work environment
- Opportunity to grow your responsibilities over time
Job Type: Full-time
Pay: From $13.00 per hour
Benefits:
- Paid time off
- Retirement plan
Work Location: In person
