Client Experience Coordinator

Armanino LLP; Boise, Northern (ID, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO and sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino LLP is seeking a detail-focused professional to serve as a liaison between clients and Audit & Attest teams. This role emphasizes accuracy in data reconciliation, timely delivery of schedules, and maintaining strong client service across engagements.

You will support data import procedures, document workpapers, and ensure compliance with the firm’s quality control standards while working closely with COE and audit staff in a dynamic environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field, or equivalent client service or administrative services experience.
• With Bachelor’s degree: 1 year’s experience. Without Bachelor’s degree: 3+ years client service or administration services experience.
• Strong organizational, multi-tasking, and project management skills.
• Ability to resolve issues independently.
• Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement.
• Practice discretion and discernment in dealing with client and Firm matters.

Responsibilities

• Bring consistent positive energy to the workplace and to the completion of your job duties.
• You will be a key ambassador of the firm to its clients and a key liaison between the firm’s clients and Audit & Attest teams.
• Maintain a client service focus and communicate with both the Trust teams and client personnel in a friendly and professional manner.
• Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner.
• Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support.
• Update supervisor of job status and engagement issues in a timely and consistent manner.
• Working with the client, COE, and audit teams, assist in the completion of data import procedures and required data reconciliation and completeness procedures.
• Complete procedures to document the accuracy of financial schedules.
• Prepare clear and accurate workpapers.
• Understand and comply with the Firm’s quality control policy.

Skills

Organizational skills

Multi-tasking

Project management

Issue resolution

Discretion and discernment

Education

Bachelor’s degree in Accounting, Finance, or related field

Equivalent client service or administrative experience

Tools

Microsoft Office Suite

Adobe Acrobat Engagement

Job description

About Armanino

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Bring consistent positive energy to the workplace and to the completion of your job duties.
• You will be a key ambassador of the firm to its clients and a key liaison between the firm’s clients and Audit & Attest teams.
• Maintain a client service focus and communicate with both the Trust teams and client personnel in a friendly and professional manner.
• Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner.
• Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support.
• Update supervisor of job status and engagement issues in a timely and consistent manner.
• Working with the client, COE, and audit teams, assist in the completion of data import procedures and required data reconciliation and completeness procedures.
• Complete procedures to document the accuracy of financial schedules.
Prepare clear and accurate workpapers.
• Understand and comply with the Firm’s quality control policy.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field, or equivalent client service or administrative services experience.
• With Bachelor’s degree: 1 years’ experience. Without Bachelor’s degree: 3+ years client service or administration services experience.
• Strong organizational, multi-tasking, and project management skills.
• Ability to resolve issues independently.
• Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement.
• Practice discretion and discernment in dealing with client and Firm matters.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance

Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities.