Client Services Coordinator – Accounting | Remote

Position Overview We are seeking a detail-oriented Client Services Coordinator to support client communication, account coordination, documentation, and day-to-day administrative activities within our accounting practice. This position works closely with accounting professionals to ensure client requests, financial documents, billing information, and follow-up activities are handled accurately and efficiently.

Key Responsibilities - Serve as a primary point of contact for routine client inquiries and requests. - Coordinate the collection and organization of client financial documents. - Track client requests, deadlines, follow-ups, and outstanding information. - Assist with invoices, billing records, payment documentation, and account updates. - Maintain accurate client records and confidential financial information. - Coordinate with accounting staff regarding client accounts and assignments. - Assist with bookkeeping and administrative accounting tasks when needed. - Prepare correspondence, reports, spreadsheets, and client documentation. - Follow up with clients regarding missing documents or outstanding items. - Help ensure client assignments remain organized and on schedule. - Maintain professional communication through email, phone, and virtual communication platforms.

Qualifications - 1–3 years of experience in client service, accounting, bookkeeping, administration, or a related field. - Strong written and verbal communication skills. - Excellent organization and attention to detail. - Comfortable working with spreadsheets and accounting software. - Experience with QuickBooks is a plus. - Ability to handle confidential financial information professionally. - Ability to manage multiple client requests and deadlines. - Comfortable working independently in a remote environment.

Why Join Us - Fully remote position - Competitive salary - Professional accounting environment - Opportunity to work directly with accounting professionals and clients - Potential for continued professional growth - Flexible, collaborative remote-work environment

1-3 years experience in client service, accounting, bookkeeping, or related field; strong communication and organizational skills; comfortable with spreadsheets and accounting software; QuickBooks a plus; ability to handle confidential information and work independently remotely.

Key Responsibilities

• coordinating client communication
• organizing financial documents
• tracking client requests

Skills & Tools

QuickBooks

Job Details

• Category: Customer Service
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — California, United States
• Salary: USD 90,000 – 90,000 / year
• Languages: English

About David F Thomas CPA

An accounting practice providing client services and financial coordination. — Industry: Finance