Hybrid 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

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.