As a Client Services Coordinator, you will have a direct impact on our Firm and the clients. You will set our clients at ease by efficiently managing all of the operational aspects of our relationship with them.

The ideal candidate will have excellent communication and writing skills and be motivated to go above and beyond to serve our clients and will also be willing to assist internal customers on various projects throughout the year. The candidate will ideally have experience supporting a company executive; preferably acting as the liaison and “right hand” to a corporate executive in the past. Having some basic knowledge or a degree in Accounting is a plus, but is not a requirement for the position as the team will train you on our processes and procedures.

Responsibilities

• Communicate with clients and executives on a daily basis via phone, email and in-person.
• Support various internal customers, such as Principals and Managers with operational details of managing clients, workflows and other daily routine tasks.
• Be proactive in following-up with clients regarding certain deadlines, pending deliverables and appointments.
• Organize and confirm meetings with clients, candidates, partners, prospects and internal customer.
• Plan and respond to urgent needs as they come up.
• Execute all functions necessary to maintain accurate electronic databases of prospect and client information in accordance with our internal procedures and guidelines.
• Exercise personal integrity and they ability to discreetly handle confidential data.
• Maintains the highest compliance standards by adhering to the Firm’s HR policies and our industry’s regulatory standards to mitigate risk to the Firm.
• Proficient in MS Office Suite including Outlook, Word, Excel, and use of internet resources.

Qualifications

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software.

Education and Experience

• Bachelor’s Degree preferred
• Prior experience with a personal services firm, such as accounting or law preferred.

Overview

CS&L CPAs is a regional certified public accounting firm that provides taxation, auditing, outsourced accounting and advisory services to individuals, businesses and organizations. Our mission is to provide exceptional solutions to our clients and to foster an enjoyable workplace based on open communication and mutual respect while encouraging initiative, professional growth, teamwork and loyalty.

Although we serve the full spectrum of businesses that comprise our local economy, we have concentrated our technical expertise around the industries of construction, real estate, retail distribution, professional service firms, healthcare as well as governmental entities and nonprofit organizations. As a member of the CPAmerica International industry alliance, we offer our clients the best of both worlds, a local firm relationship with the resources of an international association.

Our team

Our employees play a significant role in building a better working world for our people, for our clients and for our local communities. We are committed to providing an entrepreneurial environment, dynamic culture and we have enjoyed recognition in recent years as an award winning workplace by the Tampa Bay Business Journal and Florida Trend Magazine. We are currently expanding our team and this role is open in our beautiful downtown Tampa office.

Benefits:

• 401(k) with vested matching
• Health, Dental and Vision insurance
• Short and Long Term Disability insurance
• Life insurance
• Paid time off
• Referral program

Company's website:

• www.cslcpa.com

CS&L CPA’s is an equal opportunity employer.