Tax Client Service Coordinator

Seasonal Opportunity | $17.50 per Hour | January - May 2027

Focus People is seeking a professional, organized, and customer service-oriented Tax Client Service Coordinator for a seasonal opportunity with D.W. Gordon Tax & Financial Services.

This position is ideal for someone who enjoys working with people, thrives in a fast-paced office environment, and takes pride in providing exceptional customer service. The Tax Client Service Coordinator will serve as the first point of contact for clients, managing front-office operations, coordinating appointments, and supporting the tax preparation team throughout the busy tax season.

The ideal candidate will bring strong administrative experience, excellent communication skills, attention to detail, and the ability to manage multiple priorities while maintaining professionalism and confidentiality.

• Serve as the first point of contact for clients, answering incoming calls and providing professional, friendly assistance.

• Schedule, confirm, and reschedule client appointments while maintaining accurate calendars.

• Communicate with clients regarding appointments, required documentation, and general tax preparation processes.

• Act as a liaison between clients and tax preparers to ensure timely communication and follow-up.

• Assist with client intake, questionnaires, document collection, and identifying missing information.

• Organize, scan, upload, and maintain confidential client documents and records.

• Update client information, appointment details, and workflow statuses using Tax Dome.

• Coordinate with tax preparers to ensure client files are complete and prepared for upcoming appointments.

• Perform general administrative duties, including email correspondence, data entry, filing, and document management.

• Maintain a professional, organized, and welcoming front-office environment.

Required:

• High school diploma or equivalent.

• Previous administrative or office support experience.

• Strong customer service skills and a professional phone presence.

• Proficiency with Microsoft Office applications and general computer systems.

• Excellent verbal and written communication skills.

• Strong organizational skills, attention to detail, and ability to multitask.

• Ability to handle sensitive and confidential client information with discretion.

• Willingness to learn new systems and processes.

Preferred:

• Previous experience in a tax preparation office, accounting firm, or financial services environment.

• Experience with appointment scheduling, client intake, or document management.

• Familiarity with Tax Dome or similar client management software.

This position follows a structured schedule during tax season:

• Tuesday & Saturday: 11:00 AM - 7:00 PM

• Wednesday & Friday: 9:00 AM - 5:00 PM

• Thursday: 1:00 PM - 9:00 PM

• Sunday & Monday: Regular days off

Occasional Sunday work may be required based on business needs, with an alternate day off provided.

• Employment Type: Seasonal

• Pay Rate: $17.50 per hour

• Anticipated
  
  Start Date:
  
  January 2027

• Anticipated End Date: Mid-to-late May 2027

This is an excellent opportunity for an administrative professional who enjoys client interaction and wants to gain valuable experience in a professional tax and financial services environment.

You’ll play an important role in helping clients navigate tax season while supporting a team that values accuracy, professionalism, teamwork, and a positive client experience.