Remote Client Service Coordinator

R.D. Barnett PLLC; Seattle (WA); Hybrid; USD 58,000 - 68,000; Full time

Benefits offered by this job

Flexible remote work

Hybrid Seattle option

401(k) retirement match

Medical, vision, dental benefits

Paid holidays

Job summary

R.D. Barnett PLLC is seeking a Client Service Coordinator to manage client communication, documents, and next steps across tax, accounting, and advisory engagements. The role coordinates onboarding, engagement letters, and workflow across multiple teams while ensuring timely, accurate service delivery.

The position is full-time, non-exempt, 40 hours per week, remote with optional in-office access for Seattle-area employees. Salary ranges from $58,000 to $68,000 depending on experience.

Qualifications

• Two or more years of experience in client service, administration, project coordination, or a related role.
• Strong written, verbal, and interpersonal communication skills, including confidence speaking directly with clients.
• Ability to manage multiple deadlines, follow-ups, systems, and stakeholders without losing visibility.
• Experience with Notion, Missive, SafeSend, Practice CS, QuickBooks Online, tax workflow software, or other professional-services systems is helpful but not required.
• Experience in an accounting, legal, financial-services environment is preferred but not required.
• Ability to work additional hours during peak periods, typically February through April 15 and September through October 15, with the heaviest demands near filing deadlines.

Responsibilities

• Client Communication and Triage: serve as a responsive, welcoming point of contact for client questions related to systems and process questions.
• Monitor shared inboxes, client portals, and incoming requests; acknowledge receipt and route items to the right person.
• Draft and coordinate engagement letters, proposals, and related client agreements using approved scopes and pricing; track completion.
• Coordinate onboarding for new, re-engaging, and established clients, including records, contacts, access, permissions, project setup, and handoffs.
• Coordinate tax-return delivery, electronic signature, e-file authorization, filing, and final document distribution; monitor status across systems and escalate risks before deadlines.
• Own the administrative movement of client work through firm workflows and maintain project records.

Skills

Client service

Communication

Project coordination

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Notion

Job description

R.D. Barnett PLLC is seeking a Client Service Coordinator to manage client communication, documents, and next steps across tax, accounting, and advisory engagements. The role coordinates onboarding, engagement letters, and workflow across multiple teams while ensuring timely, accurate service delivery.

The position is full-time, non-exempt, 40 hours per week, remote with optional in-office access for Seattle-area employees. Salary ranges from $58,000 to $68,000 depending on experience.