Client Success & Workflow Coordinator

TD Consulting Group PC; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus plan

Client referral bonus

Employee referral bonus

Paid holidays

Vacation 120 hours

Sick leave 40 hours

Job summary

TD Consulting Group, PC is seeking a Client Service Associate (CSA) who acts as the operational heart of client experience. You will coordinate between clients, accountants, managers and leadership to keep projects organized and deadlines on track.

This role goes beyond admin tasks: you’ll manage workflow, client communications, deadline tracking, and process execution in a fast-paced environment, requiring organization, proactive problem solving, and a professional client service mindset.

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software is required.
• Strong organizational and time-management skills are essential.
• Excellent written and verbal communication skills are essential.
• High attention to detail and strong follow-through are necessary.
• Professionalism, sound judgment, and problem-solving abilities are required.

Responsibilities

• 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.
• 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, and propose resolution or elevate issues appropriately.
• Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures.
• Maintain accurate documentation within firm systems.
• Support accounts receivable and administrative operations as needed.
• Collaborate with team members during peak tax seasons.

Skills

Strong organizational skills

Excellent written and verbal comms

Attention to detail

Multi-priority management

Independent & collaborative work

Tools

CRM platforms

Workflow systems

Project tracking tools

Document management software

Job description

Job Description

Job Description

Client Service Associate (CSA)

Be the Operational Heart of the Client Experience

The Client Service Associate (CSA) plays a key role in supporting both the client experience and daily operations at TD Consulting Group. This position serves as a central point of coordination between clients, accountants, managers, and firm leadership to help keep projects organized and deadlines on track.

This is not a traditional administrative support role. CSAs are expected to manage workflow coordination, client communication, deadline tracking, and process execution across the firm. Successful candidates are organized, dependable, proactive, and comfortable operating in a fast-paced, deadline-driven environment.

What You’ll Be Doing

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 escalate 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

What We’re Looking For:

Successful candidates are organized, dependable, and curious. Additionally, a successful candidate is resourceful and focused on serving our team and clients at the highest level.

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
  
  

Why Join TD Consulting Group, PC?

At TD Consulting Group, we believe exceptional client service starts with exceptional people. Team members are trusted with meaningful responsibility, encouraged to contribute ideas, and supported in their professional growth.

We value accountability, communication, teamwork, and continuous improvement while maintaining a collaborative and supportive environment focused on delivering high-quality service to our clients.

What We Offer

• Competitive pay based on experience and contribution
• Bonuses
  • 48+ Bonus: Any hours worked in excess of 48 per week are paid at your hourly rate. This bonus is paid
    monthly with regular wages.
  • Client Referral Bonus: You will receive 15% of collections (adjusted for realization) for the first three
    years on each new client referred. This is paid with Payroll in May of each year.
  • Employee Referral Bonus: Refer an employee and receive a $2,500 bonus after they complete 90 days of
    employment.

• Time Off
  • Vacation: 120 hours annually, accrued monthly. (Prorated initially)
  • Sick Leave: 40 hours annually, provided in lump sum at the start of each year. (Prorated initially)
  • Paid Holidays (12 total):New Year's Day, The Friday after the April deadline, Memorial Day, Independence Day, Labor Day, TheFriday after the October deadline, The Wednesday before Thanksgiving, Thanksgiving Day, The Fridayaf