Client Services Coordinator – Accounting | Remote

David F thomas CPA; San Mateo (CA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote position

Competitive salary

Professional accounting environment

Direct work with accounting staff and,

Job summary

David F thomas CPA is seeking a detail-oriented Client Services Coordinator to support client communication, account coordination, documentation, and day-to-day administrative activities within our accounting practice. This role collaborates with accounting professionals to ensure client requests, financial documents, billing information, and follow-up tasks are handled accurately and efficiently.

The position is fully remote in the United States, offering a competitive salary and the

Qualifications

• 1–3 years of experience in client service, accounting, bookkeeping, administration, or a related field.
• Strong written and verbal communication skills.
• Excellent organization and attention to detail.
• Comfortable working with spreadsheets and accounting software.
• Experience with QuickBooks is a plus.
• Ability to handle confidential financial information professionally.
• Ability to manage multiple client requests and deadlines.
• Comfortable working independently in a remote environment.

Responsibilities

• Serve as a primary point of contact for routine client inquiries and requests.
• Coordinate the collection and organization of client financial documents.
• Track client requests, deadlines, follow-ups, and outstanding information.
• Assist with invoices, billing records, payment documentation, and account updates.
• Maintain accurate client records and confidential financial information.
• Coordinate with accounting staff regarding client accounts and assignments.
• Assist with bookkeeping and administrative accounting tasks when needed.
• Prepare correspondence, reports, spreadsheets, and client documentation.
• Follow up with clients regarding missing documents or outstanding items.
• Help ensure client assignments remain organized and on schedule.
• Maintain professional communication through email, phone, and virtual communication platforms.

Skills

Strong communication

Organization

Multitasking

Remote work capability

Attention to detail

Tools

QuickBooks

Excel

Accounting software

Job description

Position Overview

We are seeking a detail-oriented Client Services Coordinator to support client communication, account coordination, documentation, and day-to-day administrative activities within our accounting practice. This position works closely with accounting professionals to ensure client requests, financial documents, billing information, and follow-up activities are handled accurately and efficiently.

Key Responsibilities

• Serve as a primary point of contact for routine client inquiries and requests.
• Coordinate the collection and organization of client financial documents.
• Track client requests, deadlines, follow-ups, and outstanding information.
• Assist with invoices, billing records, payment documentation, and account updates.
• Maintain accurate client records and confidential financial information.
• Coordinate with accounting staff regarding client accounts and assignments.
• Assist with bookkeeping and administrative accounting tasks when needed.
• Prepare correspondence, reports, spreadsheets, and client documentation.
• Follow up with clients regarding missing documents or outstanding items.
• Help ensure client assignments remain organized and on schedule.
• Maintain professional communication through email, phone, and virtual communication platforms.

Qualifications

• 1–3 years of experience in client service, accounting, bookkeeping, administration, or a related field.
• Strong written and verbal communication skills.
• Excellent organization and attention to detail.
• Comfortable working with spreadsheets and accounting software.
• Experience with QuickBooks is a plus.
• Ability to handle confidential financial information professionally.
• Ability to manage multiple client requests and deadlines.
• Comfortable working independently in a remote environment.

Why Join Us

• Fully remote position
• Competitive salary
• Professional accounting environment
• Opportunity to work directly with accounting professionals and clients
• Potential for continued professional growth
• Flexible, collaborative remote-work environment