Seasonal Client Services Coordinator

Client Services Coordinator

Sparks Group has partnered with a well-known CPA and Consulting firm in the Winchester area that is seeking a Client Services Coordinator for a 2-month contract opportunity. Do you have at least 5 years of experience communicating with clients and handling administrative functions? If this sounds like the role for you, please apply today!

Responsibilities:

• Manage the full cycle of tax document distribution, including coordinating the mailing of tax return organizers and engagement letters.
• Generate, format, and accurately process a range of essential reports and correspondence.
• Fulfill electronic file requests and manage secure data transfers.
• Systematically organize and manage client documentation across physical and electronic platforms.
• Ensure timely and accurate processing, scanning, and digital/physical filing of all tax return documents.
• Execute the processing of E-filing for tax returns and extensions, adhering to all regulatory deadlines.
• Provide logistical support for meeting coordination and scheduling.
• Facilitate essential client communication to uphold efficiency and meet service expectations.
• Coordinate the distribution of quarterly tax estimates provided by Client Service Liaisons.
• Capture and relay client feedback and specific requests to drive continuous improvements in the client experience.
• Cultivate and maintain strong, positive relationships with clients.
• Provide versatile operational support by completing additional assigned duties to ensure firm-wide client and operational success.
• Additional duties as assigned

Qualifications/Background Profile:

• Associate's degree (A.A.) or equivalent from a two-year college (preferred).
• Five (5) years of directly relevant experience in an administrative or professional setting (preferred).
• Demonstrated strong computer literacy, with expert proficiency in MS Office 365 (Word, Excel, Outlook).
• Uphold an unwavering dedication to integrity, teamwork, innovation, and client service.
• Possess excellent verbal and written communication skills necessary for professional client and team interaction.