Client Excellence Coordinator
Listed on 2026-10-15
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Administrative/Clerical
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk -
Accounting
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk, Accounts Receivable/ Collections
Be the Person Our Clients Know They Can Count On At Incorvaia, we believe great client service is about more than answering emails and processing paperwork. It is about communication, responsiveness, follow-through, and making our clients feel that someone is looking out for them. We are a growing CPA and advisory firm with a specialized focus on the construction industry, and we are looking for a Client Excellence Coordinator to become an important part of our team.
You will work closely with our clients, CPAs, accountants, and operations team to keep information flowing, deadlines moving, and the client experience running smoothly.
This is an excellent opportunity for someone who is organized, personable, dependable, and looking to grow within a professional firm.
Do You Have ETHER? We hire around a simple philosophy. We look for teammates who are:Ethical — You act with integrity.
Teachable — You want to learn and improve.
Hungry — You have ambition and want to grow.
Enthusiastic — You bring positive energy to your work.
Reliable — Your teammates and clients can count on you.
We call it ETHER
.
Skills can be taught. These qualities are much harder to teach.
What You'll Do As a Client Excellence Coordinator, you will help manage the day-to-day interaction between our clients and our accounting team. Your responsibilities will include:- Communicating with clients and responding to routine requests.
- Collecting and organizing client documents and information.
- Following up on outstanding information and open items.
- Preparing and coordinating electronic signatures through Docu Sign.
- Preparing administrative forms, including Powers of Attorney.
- Assisting with tax-return processing and delivery.
- Helping onboard clients to our technology and client portals.
- Providing clients with support when they need help using our systems.
- Coordinating appointments and meetings.
- Assisting with billing and other administrative processes.
- Maintaining accurate client information and records.
- Updating workflows and assignments in Karbon.
- Working closely with our accounting professionals to keep engagements moving.
- Helping ensure that deadlines and commitments don't fall through the cracks.
You don't need to be an accountant.
You do need to be someone who takes pride in being organized, responsive, and dependable.
The ideal candidate will have:- Experience in client service, administration, office coordination, or professional support.
- Excellent organizational and follow-up skills.
- Strong written and verbal communication.
- Professionalism when communicating with clients.
- Strong attention to detail.
- The ability to manage several priorities at the same time.
- Confidence using technology and learning new systems.
- Proficiency with Microsoft Office.
Experience in a CPA firm, law firm, financial-services firm, or other professional-services environment is a plus.
Experience with
Karbon, Docu Sign, Lacerte, Smart Vault, Quick Books, or similar systems is also a plus—but not required.
- You naturally follow up.
- You notice details other people miss.
- You don't need to be reminded repeatedly.
- You remain calm when things get busy.
- You enjoy learning new technology.
- You want to become better at what you do.
- You want an opportunity to grow rather than simply another job.
Our philosophy is simple:
Become a better version of yourself, every day.
If you are an organized, motivated professional who takes pride in helping people and getting things done, we'd like to meet you.
Incorvaia & Associates, CPAs, PC- Incorvaia & Associates, CPAs, PC is an equal opportunity employer.
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