Client Experience & Operations Coordinator

TD Consulting Group PC; Milwaukie (OR); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

Bonuses

Vacation 120 hours annually

Sick Leave 40 hours annually

Paid Holidays

Flex Time

Half-Day Fridays

Medical & Dental: 100% employer-paid

401K Retirement Plan

Professional Development Support

Job summary

TD Consulting Group PC is seeking a detail-oriented Client Service Associate to act as the operational heart of client experience in Milwaukie, Oregon. This full-time, on-site role coordinates client projects, manages deadlines, and supports the firm’s accounting teams with documentation and communication.

Ideal candidates are organized, proactive, and able to handle multiple priorities in a fast-paced environment.

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software required.
• Strong organizational and time-management skills
• Excellent written and verbal communication
• High attention to detail and strong follow-through
• Professionalism, sound judgment, and problem-solving abilities
• Ability to manage multiple priorities and work both independently and collaboratively
• Experience in public accounting, tax, financial services, legal, or other professional services environments preferred

Responsibilities

• Client Support & Communication: Serve as a contact for client communication and support; Assist clients with document collection, portal access, e-signatures, and tax return delivery; Monitor outstanding items and follow up proactively; Provide professional, responsive, and client-focused service; Maintain clear communication and accurate expectations throughout the client experience.
• Workflow & Project Coordination: Coordinate client projects from intake through completion; Monitor deadlines, workflow status, and outstanding items to help keep projects moving efficiently; Support all team members with workflow and project coordination; Identify bottlenecks, communication gaps, or operational risks, as well as propose resolution or elevate issues appropriately; Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures.
• Team & Process Support: Maintain accurate documentation within firm systems; Support accounts receivable and administrative operations as needed; Collaborate with team members during both standard and peak tax seasons.
• Success in This Role Looks Like: Clients receive timely, professional communication; Projects remain organized and visible within firm systems; Follow-ups, deadlines, and workflow risks are proactively managed and achieved; Team members can rely on accurate documentation and coordination.

Skills

Workflow systems

CRM platforms

Project tracking tools

Document management software

Job description

TD Consulting Group PC is seeking a detail-oriented Client Service Associate to act as the operational heart of client experience in Milwaukie, Oregon. This full-time, on-site role coordinates client projects, manages deadlines, and supports the firm’s accounting teams with documentation and communication.

Ideal candidates are organized, proactive, and able to handle multiple priorities in a fast-paced environment.