Client Success & Workflow Coordinator (Tax Support)

TD Consulting Group PC; Milwaukie (OR); On-site; USD 55,000 - 72,000; Full time

Benefits offered by this job

401K Retirement Plan

Medical & Dental

Paid Holidays

Flex Time

Job summary

TD Consulting Group, PC in Milwaukie, OR seeks a Client Service Associate to act as the operational heart of the client experience, coordinating between clients, accountants, managers, and leadership to keep projects organized and deadlines on track.

This role emphasizes workflow coordination, client communication, deadline tracking, and process execution in a fast-paced environment. We are seeking organized, proactive professionals who deliver high-quality service.

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• High attention to detail and problem-solving abilities.
• Ability to manage multiple priorities and work both independently and collaboratively.
• Experience in public accounting, tax, financial services, or professional services environments preferred.

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

Workflow systems

CRM platforms

Project tracking

Document management

Job description

TD Consulting Group, PC in Milwaukie, OR seeks a Client Service Associate to act as the operational heart of the client experience, coordinating between clients, accountants, managers, and leadership to keep projects organized and deadlines on track.

This role emphasizes workflow coordination, client communication, deadline tracking, and process execution in a fast-paced environment. We are seeking organized, proactive professionals who deliver high-quality service.