Client Relationship Associate
Part-Time (20-25 hrs/ week to start) – Citrus County, FL | On-site
(Path to full-time in 8–12 months)

ABOUT US

We’re a growing accounting firm that provides tax preparation, bookkeeping, and fractional CFO services to clients nationwide, with a special focus on Citrus County, the Tampa Bay area, and Central Florida. Our tagline—“Your Financial Blueprint, Our Commitment”—guides our approach to serve every customer.

Must-Have Qualifications

• Tech-Forward Mindset – solid Excel skills and eagerness to learn new apps quickly
• CRM Comfort – familiarity or desire and ability to learn CRMs such as HubSpot, Zoho, Salesforce, or practice-management software
• macOS Curious – you either love Macs already or are excited to learn to use
• Clear Communicator – professional phone/email etiquette; strong writing skills
• Self-Starter – able to prioritize without needing hand-holding; asks questions
• Growth Mentality – receptive to feedback, enjoys continuous learnin

You’ll be the first friendly voice most prospects and clients hear, the person who ensures documents reach their intended destinations, and the bridge between our accountants and the technology that keeps us running. If you love talking with people and figuring out how to automate a spreadsheet, you’ll thrive here.

Key Responsibilities

• Client Interaction
• Answer inbound calls & live chat, triage questions, and schedule meetings
• Guide clients through secure document uploads and e-signature steps
• Manage both in-person, hybrid, and online client communications
• CRM & Data Management
• Keep client records current in our CRM
• Tag, note, and track leads through pipeline stages
• Excel & Reporting
• Maintain simple dashboards (pivot tables, VLOOKUP, SUMIFS) for weekly workflow and capacity tracking
• Document Management
• Scan, name, and file source documents in SharePoint
• Assemble paper and digital “tax packets” for sign-off
• General Administration
• Process payments and engagement letters
• Order supplies, coordinate mailings, and assist with bookkeeping entries
• Processes bank deposit slips and deposits funds as required
• Bank runs as needed
• Other duties as assigned by manager

Must-Have Qualifications

• Tech-Forward Mindset – solid Excel skills and eagerness to learn new apps quickly
• CRM Comfort – familiarity or desire and ability to learn CRMs such as HubSpot, Zoho, Salesforce, or practice-management software
• macOS Curious – you either love Macs already or are excited to learn to use
• Clear Communicator – professional phone/email etiquette; strong writing skills
• Self-Starter – able to prioritize without needing hand-holding; asks questions
• Growth Mentality – receptive to feedback, enjoys continuous learning

Nice-to-Haves

• Experience in a CPA, bookkeeping, financial services, or professional services office
• Familiarity with QuickBooks, Zapier, or Microsoft automations
• Holds an Associate’s and ideally is pursuing a Bachelor’s degree in business, accounting, communications, marketing, or IT

Hours & Growth Path

• Part-Time to begin: weekdays, ideally covering at least one block starting at 9 a.m.
• Increased hours during the February–April busy season
• Target to convert to full-time with expanded client success duties within a year

Compensation & Benefits

• Paid Time Off Accrual once full-time
• 401(k) with match once full-time
• CPA exam or other continuing-education support (if pursuing) once full-time

How to Apply

Send your resume, references, and a brief note describing:

• A recent Excel project you automated or improved.
• A tech tool you taught yourself and how it helped you or your team.

We review every application personally and will reach out within five business days.