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Client Service Coordinator
Job in
Houston, Harris County, Texas, 77092, USA
Listed on 2026-06-20
Listing for:
Creative Financial Staffing
Full Time
position Listed on 2026-06-20
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Salary: $55,000 - $65,000
Why This Opportunity Stands Out:
- Be the operational heartbeat of a growing CPA firm with direct visibility to leadership and client work
• Gain exposure to end-to-end client lifecycle-from onboarding through engagement and billing
• Play a key role in improving workflows, processes, and internal systems
• Work in a highly trusted position handling client communications and sensitive information
• Build deep knowledge of accounting/tax operations without needing a technical accounting background
• Opportunity to influence efficiency and help shape how the firm scales
• High level of autonomy once processes are learned-own your workflows and outcomes
• Develop transferable skills in client service, operations, and practice management
• Collaborative environment with direct interaction across the CPA team and clients
- Manage client follow-ups, document requests, and ongoing communication
• Track open items, deadlines, and workflow progress across engagements
• Coordinate scheduling and meeting logistics for clients and internal teams
• Support onboarding, engagement setup, and administrative workflows
• Maintain organized client files, systems, and records
• Route client information efficiently between clients and the CPA team
- Strong written communication skills
• Experience managing multiple deadlines and priorities
• Proficiency with email, spreadsheets, and cloud-based tools
• Ability to work independently after initial direction
• Detail-oriented with strong organizational skills
#INJUN
2026 #LI-EA5
EB-
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