Client Excellence Coordinator at Sullivan Company CPAs
Bethesda, MD 20814, USA -
Full Time


Start Date

Immediate

Expiry Date

30 Nov, 25

Salary

50000.0

Posted On

31 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Other Industry

Description

LOCATION: BETHESDA, MD (ON-SITE)

Join a respected CPA firm where your attention to detail, professionalism, and client service mindset will be valued every day. Sullivan & Company, CPAs is seeking a Full-Time Client Coordinator to support our accounting team and deliver exceptional service to our clients. This is a long-term opportunity with strong potential for growth within your first year.
We are a collaborative, family-friendly firm located in downtown Bethesda, steps from the Red Line Metro.

Responsibilities

KEY RESPONSIBILITIES:

  • Manage and maintain internal client databases and systems
  • Coordinate workflows and monitor project deadlines
  • Schedule and confirm meetings and calls with clients and team members
  • Track tax due dates and follow up on outstanding client information
  • Prepare polished and professional written communications
  • Organize the return of client records
  • Build and maintain strong client relationships
  • Assist with general administrative support as needed

THIS IS AN IN-OFFICE ROLE. REMOTE WORK IS NOT AVAILABLE.

If you’re highly organized, proactive, and enjoy being at the center of a team dedicated to client service, we encourage you to apply.

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