Client Service Coordinator - A&A

Founded in 1983, Wilkin Guttenplan (“WG”) is a leading accounting and advisory firm in New Jersey and New York City. The Firm mainly serves high-net worth individuals, closely‑held and middle‑market businesses and their owners in a multitude of industries including real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non‑profit and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions.

Wilkin Guttenplan is an independent member of the BDO Alliance USA.

WG is seeking a Client Service Coordinator to serve as the operational backbone of the Accounting & Assurance (A&A) department. This role is specifically focused on engagement coordination and operational support - ensuring the seamless preparation, movement, and completion of client engagements by owning workflow systems, managing client document intake, coordinating with engagement teams, and providing targeted workflow support to our A&A team.

The ideal candidate brings direct experience working in or alongside a public accounting firm, understands the audit engagement lifecycle, and is highly proficient with workflow and engagement management tools. The Client Service Coordinator is a proactive, detail‑driven professional who takes ownership of keeping engagements moving, clients responsive, and the team focused on billable work.

• Monitor Suralink continuously to ensure timely movement of client engagements through each phase of the workflow.
• Roll forward client request lists within Suralink for recurring and annual engagements.
• Follow up with clients regarding pending documentation, outstanding items, and information requests.
• Pull relevant documents and reports from client portals (GL systems, RCM systems, banking portals, TPA and payroll portals, proprietary systems) for use in A&A engagements.
• Confirm completeness and readiness of key documents upon receipt, including:
  Trial Balance and General Ledger, Budget, AR/AP Aging, bank statements, and all other required engagement documentation.
• Route completed engagement packages to fieldwork queues and notify appropriate team members when engagements are ready to begin.
• Escalate stalled or delayed document requests to the appropriate Manager or Partner with sufficient lead time.

• Perform CCH Binder roll forwards for recurring engagements across the A&A portfolio.
• Manually import Trial Balances into CCH engagement software as needed.
• Assist with maintaining engagement documentation and ensuring workflow accuracy throughout the engagement lifecycle.
• Support overall CCH Axcess engagement setup, organization, and closeout procedures.
• Assist with Guided Risk Assessment (GRA) setup and Guided Assurance procedures under the direction of engagement managers.

• Run and distribute tracking and status reports on a scheduled and ad hoc basis.
• Follow up on outstanding accounts receivable and billing items on behalf of the engagement team.
• Update and maintain documents in GFR and other internal document management systems.
• Support and maintain the A&A department pipeline in Hub Spot, ensuring records are accurate and up to date through collaborations with Marketing department.
• Support and maintain the proposal process for A&A department; assist with collaboration with marketing team in preparing proposals, as directed by Partners and Managers.
• Provide general administrative support to the A&A / Commercial Partners and Managers.
• Provide backup support to administrative staff firm-wide during peak periods, deadlines, or coverage needs.

• Serve as a liaison between the A&A engagement team and the Resource Management team to communicate engagement readiness and pipeline status.
• Flag scheduling conflicts or capacity issues when engagements are delayed beyond expected timelines.
• Coordinate with administrative staff on shared tasks, coverage arrangements, and firm-wide deadlines.
• Attend department…