Client Services Coordinator

RBA Tax Advisors; Stockbridge (GA); Hybrid; USD 42,000 - 63,000; Full time

Benefits offered by this job

Three weeks PTO

Firm holidays

Hybrid work environment

Annual bonus up to $10,000

Employer-sponsored health insurance

Growth opportunities in a modern firm

Job summary

RBA Tax Advisors seeks a Client Services Coordinator to be the main touchpoint for clients, guiding them through schedules, processes, and billing. You will keep communications warm and professional while coordinating with partners, managers, and tax teams to ensure timely service.

The role emphasizes organization, follow-through, and a collaborative, respectful culture within a growing accounting and tax advisory firm.

Qualifications

• Warm, professional client service mindset with strong communication.
• Excellent organization and ability to manage multiple priorities.
• Ability to triage requests and route to the right team member.

Responsibilities

• Serve as a primary point of contact for client calls, emails, and in-office inquiries.
• Provide warm, professional, and timely client communication.
• Coordinate client meeting scheduling for partners, managers, and tax teams.
• Help clients understand administrative processes, expectations, and next steps.
• Triage client needs and connect with the appropriate RBA professional.
• Monitor requests and ensure follow-through.
• Prepare service agreements and invoices per firm procedures.
• Maintain client and billing information in Canopy and other systems.
• Support client communications, including newsletters and notices.
• Help maintain organized client-facing processes and identify improvement opportunities.

Skills

Customer service

Communication

Organization

Follow-through

Problem-solving

Phone & email

Tools

Canopy

Job description

Are you someone who genuinely enjoys helping people, solving problems, and making things easier for others?

Do you take pride in being the person clients and colleagues can count on to communicate clearly, stay organized, and follow through?

This role isn't for everyone.

The people who thrive at RBA genuinely care about the experience they create for others. They are warm and professional, but they're also resourceful. They don't simply pass along a problem—they think about what they can do to help move it toward a solution.

At RBA Tax Advisors, our work may center around accounting and tax, but our business is ultimately about serving people.

We're looking for a Client Services Coordinator who shares that mindset and can help us create an exceptional experience for our clients while being a positive and dependable partner to our team.

Our Approach to Work

We believe great client service requires both strong relationships and strong processes.

Our clients should know who to contact, understand what happens next, and feel confident that their questions and requests will receive appropriate attention.

Internally, we value collaboration, accountability, and people who are willing to help while respecting the responsibilities and expertise of their colleagues.

Work with Purpose

You'll often be one of the first people our clients interact with when they call, email, schedule a meeting, or need help navigating a firm process.

The way you communicate, organize, and follow through directly influences how our clients experience RBA.

Make a Difference Every Day

Sometimes exceptional client service is solving a problem.

Sometimes it's finding the right person to solve it.

And sometimes it's simply making sure someone isn't left wondering what happens next.

You’ll have the opportunity to make those moments better for our clients every day.

Help Us Work Smarter

We're continually improving how we communicate, organize information, use technology, and serve our clients.

You’ll help maintain the client-facing processes and systems that keep our firm organized and help identify opportunities to make those processes better.

Supportive Culture

We believe great service starts internally.

You’ll work with a team that values collaboration, accountability, resourcefulness, and treating both clients and colleagues with care and respect.

Our Values

Service

We find fulfillment in helping others succeed.We use our expertise in accounting and tax to solve problems, provide clarity, and help our clients confidently achieve their financial goals.

Accountability

We do what we say we'll do, communicate openly, and take ownership of our commitments.

We think beyond the obvious and look for better solutions and smarter ways of working.

Big Picture Thinking

We consider how our individual responsibilities connect to the larger client and firm experience.

Service

We find fulfillment in helping others succeed.We use our expertise in accounting and tax to solve problems, provide clarity, and help our clients confidently achieve their financial goals.

Accountability

We do what we say we'll do, communicate openly, and take ownership of our commitments.

We think beyond the obvious and look for better solutions and smarter ways of working.

Big Picture Thinking

We consider how our individual responsibilities connect to the larger client and firm experience.

Education

We believe learning and understanding help us make better decisions and better serve others.

Community Impact

We believe success creates opportunities to positively impact our clients, families, businesses, and communities.

Your Role

As our Client Services Coordinator, you'll be a key connection point between our clients and the RBA team.

Your primary responsibility is to help ensure clients receive responsive, organized, warm, and professional service.

You’ll manage general client communication and scheduling, help clients navigate administrative processes, and make sure requests reach the appropriate team member and receive appropriate follow-through.

You’ll also help maintain the administrative systems behind the client experience, including billing and service agreement administration, client information, and client-facing communications.

In this role, you will:

• Serve as a primary point of contact for general client calls, emails, and in-office inquiries.
• Provide warm, professional, and timely client communication.
• Coordinate client meeting scheduling for partners, managers, and tax teams.
• Help clients understand administrative processes, expectations, and next steps.
• Triage client needs and connect clients with the appropriate RBA professional when technical expertise is required.
• Monitor client requests and provide appropriate follow-through.
• Prepare service agreements and invoices based on approved services and firm procedures.
• Maintain accurate client and billing information in Canopy and other firm systems.
• Support client communications, including newsletters, announcements, and office closure notices.
• Help maintain organized client-facing processes and identify opportunities for improvement.Contribute to a positive and collaborative team environment.

You're a Great Fit If...

• You genuinely enjoy helping people.
• You're warm and personable while maintaining professionalism.
• You communicate confidently and clearly by phone and email.
• You're highly organized and comfortable managing multiple priorities.
• You believe follow-through matters.
• You're resourceful and willing to look for solutions before immediately asking someone else to solve a problem.
• You know the difference between taking ownership and taking on everything.
• You're comfortable learning and working in multiple technology platforms.
• You pay attention to details and notice when something doesn't look right.
• You can remain composed and helpful when someone is frustrated or confused.
• You exercise good judgment about what you can resolve and what needs to be escalated.
• You enjoy working collaboratively and being a positive, dependable teammate.
• Most importantly, you want your work to matter—to the clients you serve and the people you work alongside.

Benefits and Perks

• Three (3) weeks of paid time off (PTO)
• Firm and observed holidays, including the entire week between Christmas and New Year's
• Hybrid work environment
• Annual performance bonus opportunity (up to $10,000)
• Employer-sponsored health insurance
• The opportunity to contribute to a growing, modern accounting and tax advisory firm

We can't wait to meet you and learn more about how you could contribute to RBA—where exceptional client service, meaningful work, and a supportive team culture matter.