Client Services Coordinator

Job Description

Job Description

Job Summary / Company : Sparks Group has partnered with a well-known CPA and Consulting firm in the Loudoun area that is seeking a Client Services Coordinator for a 3–4-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.

This job is In-Person.

We offer several comprehensive benefits package including health and life insurance, paid and unpaid time off, and retirement and savings plans to qualifying employees.

Download the Sparks Group mobile app from Apple App Store or Google Play .

Sparks Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy, citizenship, family status, genetic information, disability, or protect veteran status.