Public Accounting Client Coordinator

Public accounting experience and client communication define this Client Information Coordinator opportunity with Express Employment Professionals. Organize tax documentation while keeping files moving.
This Client Information Coordinator supports a public accounting firm’s year-end and personal tax files. The work centers on client follow-up, documentation review, file organization, and administrative coordination rather than preparing accounting or tax files. You will help accountants and tax preparers receive complete information.

Key Responsibilities:

Request client information for year-end and personal tax files
Follow up on outstanding documentation, items, and deadlines
Review files, identify gaps, and organize client documents
Maintain checklists and communicate issues to accounting teams
Respond to routine questions and escalate tax-related matters
Requirements:
Previous public accounting firm experience is required
Understanding of year-end and personal tax documentation
Strong organization, communication, and attention to detail
Ability to manage multiple files and competing deadlines
Case Ware or personal tax cycle experience is an asset
Use public accounting knowledge, client follow-up, and documentation skills to coordinate complete files for accountants and tax preparers.