Client Portal & Admin Coordinator - Growth & Benefits

Grimes S&C Tax Advisors LLC; Needham (MA); On-site; USD 58,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, and vision insurance

Flexible spending accounts

Life and disability insurance

Paid time off

Parental leave

Summer Fridays off

Job summary

Grimes S&C Tax Advisors, LLC in Needham, MA is seeking a Client Portal & Administrative Coordinator to support day-to-day tax practice administration. You will handle client onboarding, portal setup and documentation, and engage with clients to keep work moving smoothly.

The ideal candidate has 1–3 years in admin or professional services, is detail-oriented, and collaborates well with a small team. Harness experience and Microsoft Office proficiency are advantages.

Qualifications

• 1-3 years of experience in administrative support or professional services.
• Experience with Harness preferred; other client portals or practice management systems welcome.
• Experience with client onboarding, document collection, engagement tracking, or direct client communication preferred.
• Proficiency with Microsoft Office and comfort working with Google Drive; able to learn new software.

Responsibilities

• Assist with client onboarding and new client setup, including engagement letters, portal invitations, client records, workflow setup, and document collection.
• Serve as a day-to-day client contact for portal and administrative matters, including account setup and access, missing documents, signatures, and other routine questions.
• Maintain client information and workflow in Harness or a similar system, including tasks, due dates, statuses, employee assignments, engagements, and client notification settings.
• Track the status of tax returns and related client work, helping ensure information and documents move accurately between staff and the technology systems used by the office.
• Monitor electronic filing activity and extensions, including outstanding e-files, extension postings, and related task date updates.
• Stay aware of updates and changes and communicate relevant information to the Office Manager and team.
• Provide general administrative support to the Office Manager, accountants, and staff, including data entry, filing, scanning, copying, document organization, and client correspondence.
• Maintain confidentiality of client, employee, and firm information.
• Perform other duties as assigned and willingly assist with office and client-service needs in a small, team-oriented environment.

Skills

Attention to detail

Organizational skills

Communication skills

Team player

Client service

Tools

Harness

Microsoft Office

Google Drive

Job description

Grimes S&C Tax Advisors, LLC in Needham, MA is seeking a Client Portal & Administrative Coordinator to support day-to-day tax practice administration. You will handle client onboarding, portal setup and documentation, and engage with clients to keep work moving smoothly.

The ideal candidate has 1–3 years in admin or professional services, is detail-oriented, and collaborates well with a small team. Harness experience and Microsoft Office proficiency are advantages.