Client Services Coordinator

Job Description

Job Description

Description:

Pease Bell is a fast-growing, mid-sized public accounting firm with more than 170 professionals and a national client base. With offices in Cleveland, Fairlawn, Florida, and Lakewood, NJ, we provide specialized tax, accounting, advisory, and consulting services across a wide range of industries.

Recognized as a NorthCoast 99 Top Workplace, Pease Bell is committed to fostering a collaborative, people-first culture that values professionalism, growth, innovation, and work-life balance.

We are seeking a highly organized, detail-oriented Client Services Coordinator to join our Cleveland tax team. This role is ideal for someone who thrives in a fast-paced, deadline-driven professional environment and enjoys supporting both clients and internal teams through strong organization, communication, and technical administrative skills.

The Client Services Coordinator plays a critical role in the delivery and processing of tax returns, workflow management, client communications, and administrative support functions that help ensure exceptional client service and operational efficiency.

Key Responsibilities:

Tax Return Processing & Workflow Coordination

· Process and finalize electronic delivery of tax returns and related documents through firm-approved digital platforms.

· Prepare transmittal letters, filing instructions, engagement-related documents, and client correspondence.

· Apply and manage electronic signature requests and verify completeness of required documentation prior to release.

· Review tax return packages for accuracy, organization, formatting consistency, and compliance with firm procedures.

· Scan, organize, bookmark, and maintain electronic client files in accordance with firm document management standards.

· Monitor and update workflow systems, including routing, status tracking, reporting, and turnaround monitoring.

· Assist with extension processing, tax payments, e-file documentation, and filing deadline coordination.

· Coordinate with tax professionals and administrative team members to ensure timely and accurate delivery of client work product.

· Maintain confidentiality and professionalism while handling sensitive financial and client information.

Administrative & Operational Support

· Provide administrative support to tax and operational teams, including data entry, file maintenance, and document organization.

· Assist with special projects, process improvement initiatives, and seasonal workflow demands.

· Support digital and physical document management, including archiving and records organization.

· Communicate proactively with team members regarding workflow priorities, processing updates, and outstanding items.

· Assist with front-end client service support and coordination as needed.

Technology & Office Support

· Prepare and distribute electronic and physical client packages using various delivery platforms and shipping methods.

· Provide professional client assistance when needed.

· Troubleshoot basic office technology, scanning, PDF, and document workflow issues.

· Utilize firm software and technology platforms efficiently to support day-to-day operations.

Experience : Minimum of 2 years in an administrative, client service, workflow, or document processing role.

Technical Skills

· Proficiency with Microsoft Office Suite (Word, Excel).

· Advanced skills in Adobe (PDF editing, electronic signatures, bookmarking).

· Experience working with document management systems and electronic workflows.

· Ability to learn and adapt to new technology platforms and processes quickly.

Professional Skills

· Exceptional attention to detail and organizational skills.

· Strong written and verbal communication abilities.

· Ability to manage multiple priorities and deadlines simultaneously.

· Team-oriented mindset with a proactive and professional approach.

· Strong problem-solving skills and willingness to take initiative.

Salary Range : $45,000-$60,000, based on experience and qualifications.

Why Join Pease Bell?

· People-first culture with a strong emphasis on collaboration and work-life balance.

· Consistently recognized as a top workplace with a supportive and professional environment.

· Opportunities for long-term growth and career development.

· Exposure to a wide range of industries and clients.

· Comprehensive benefits package including health, dental, and retirement plans.

At Pease Bell, your contributions matter, your growth is supported, and your success is recognized. If you are looking to build your career within a collaborative and professional public accounting environment, we would love to hear from you.

For more information, please contact Marne Friedman at [email protected].

Direct applicants only.