Public Accounting Client Coordinator
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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
- CaseWare 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.