Client Success & Administrative Coordinator - Tax & Accounting Firm

Assist World; United States; Remote; USD 6,000 - 8,400; Part time

Benefits offered by this job

100% remote

Approximately 28 hours weekly

Potential full-time growth

Birthday bonus

Monthly raffle eligibility

No activity tracker

Job summary

Assist World is seeking a part-time remote Administrative/Client Services Coordinator to support a tax and accounting firm. You will respond to client inquiries, conduct discovery calls, onboard clients, and maintain CRM records.

Ideal candidates have 3–4 years in admin or client service and basic bookkeeping knowledge, with CRM experience and professional English. This 28-hour weekly role offers remote work, potential full-time growth, birthday bonuses, monthly raffles, and no activity tracker.

Qualifications

• 3–4 years of administrative or client-service experience.
• Accounting or financial-services exposure.
• Basic bookkeeping knowledge.
• CRM experience.
• Strong communication in English.
• Excellent organizational abilities.
• Client onboarding experience preferred.

Responsibilities

• Respond to client inquiries.
• Conduct discovery calls and qualify prospective clients.
• Coordinate client onboarding and maintain CRM records.
• Assist with QuickBooks invoicing and documentation follow-up.
• Support client retention activities and communications.

Skills

Communication

Organization

Client-service experience

Tools

CRM software

QuickBooks

Job description

Support a tax and accounting firm with client communication, discovery calls, onboarding, CRM management, invoicing and administrative coordination.

About Assist World

Assist World recruits remote professionals for international businesses and professional-service firms.

What you'll do

• Respond to client inquiries
• Conduct discovery calls
• Qualify prospective clients
• Coordinate client onboarding
• Maintain CRM records
• Follow up on documentation
• Assist with QuickBooks invoicing
• Support client retention activities

What we're looking for

• Three to four years of administrative or client-service experience
• Accounting or financial-services experience
• Basic bookkeeping knowledge
• CRM experience
• Strong communication
• Client onboarding experience preferred
• Good organizational ability
• Professional English

Benefits

• USD 540-$750 monthly advertised compensation
• 100% remote
• Approximately 28 hours weekly initially
• Potential full-time growth
• Birthday bonus
• Monthly raffle eligibility
• No activity tracker