Customer Service/ Financial Services

Our client is seeking a highly organized and client-focused Client Relationship Administrator to join a growing CPA firm dedicated to delivering exceptional service and building lasting client relationships. This is an exciting opportunity for a proactive professional who thrives in a fast-paced environment and enjoys serving as the trusted point of contact for clients while ensuring every interaction is seamless, organized, and efficient.

Core Responsibilities

• Serve as the primary point of contact for your own portfolio of clients.
• Coordinate onboarding, document collection, scheduling, and client communications.
• Track projects, deadlines, and follow-up items to ensure nothing falls through the cracks.
• Keep client files and workflows organized.
• Escalate technical tax questions to the CPA while independently managing the client experience.
• Help improve and build the firm's systems, processes, and client experience as we grow.
  
  

Qualifications/Skills

• Highly organized with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proactive, dependable, and comfortable taking ownership.
• Strong project management and organizational abilities.
• Experience in executive support, client success, operations, or professional services preferred.
• Accounting or tax experience is a plus, but not required.
  
  

Company Benefits/Perks

• Flexible, remote work.
• Own relationships with your own portfolio of clients.
• Opportunity to help build a growing CPA firm.
• High level of autonomy and direct collaboration with the firm's owner.
• Flexible schedule with room to grow as the firm expands.