Client Services Coordinator

Louis Plung & Company, Llp - Pittsburgh, PA

Part-time - Entry Level

Pittsburgh, PA

Professional, Scientific, and Technical Services

About the position

The Client Services Coordinator at Louis Plung & Company plays a vital role in the Tax Department by ensuring smooth client interactions and managing administrative tasks. This part-time position focuses on supporting the tax team to deliver high-quality service, coordinating client meetings, and maintaining client records, all while fostering a collaborative environment that values employee contributions and growth.

Responsibilities

• Assist clients with streamlined bill pay services.
• Assist clients with setting up QuickBooks Online.
• Serve as the primary point of contact for clients, addressing inquiries and providing timely responses.
• Schedule and coordinate client meetings, including preparation of necessary documentation.
• Maintain and update client records in the firm's database.
• Assist in the preparation and filing of tax documents.
• Manage the calendar for the tax department, ensuring deadlines are met.
• Coordinate with other departments to ensure seamless client service delivery.
• Draft and send client communications, including emails, letters, and reports.
• Facilitate effective communication between clients and the tax team.
• Handle confidential information with discretion and professionalism.
• Track the progress of client projects and ensure timely completion.
• Assist in the preparation of project reports and presentations.
• Coordinate with team members to ensure all client needs are met.

Requirements

• 2+ years of experience in a client-facing role, preferably in an accounting or professional services firm.
• High School Diploma or GED equivalent - Required.
• Bachelor's degree in Business Administration, Accounting, or a related field - Preferred.
• Strong organizational and time-management skills.
• Excellent analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency in tax software and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to work independently and as part of a team.
• Attention to detail and accuracy.

Nice-to-haves

• Familiarity with tax terminology and processes is a plus.
• Experience with client relationship management (CRM) software is a plus.
• Experience with QuickBooks Online and Bill Pay Software is a plus.

Benefits

• Competitive salary and benefits package.
• Flexible work arrangements.