At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

As a Client Service Coordinator for Tax Services, your primary responsibility is to ensure exceptional customer service and efficient coordination of tax-related activities for our clients. You will be the primary point of contact for clients, providing support, resolving inquiries, and facilitating communication between clients and tax professionals. Your role is pivotal in maintaining client satisfaction, fostering relationships, and ensuring the smooth delivery of tax services.

Provides high-quality service by assisting the tax department members with organizing client information, responding to, and anticipating client service requests so we can better service our clients and continue to provide the high-quality work that we are known for. Coordinators will work both internally with our accountants and externally with clients and will be given the responsibility to learn the cadence and expectations of the service level we need to provide.

Job Responsibilities

Act as the main point of contact for clients, addressing inquiries, providing updates on tax processes, and ensuring timely responses to client requests via phone, email, or in-person meetings.  Request tax information and follow-up throughout the year on outstanding items.  Communicate payment and filing deadlines throughout the year including reminders for quarterly estimates.

Using the existing ticketing system, facilitate the onboarding process for new clients, collecting necessary documentation, and ensuring accurate information gathering to streamline tax preparation.  Documentation could include client contact data, prior year tax returns, broker/bank account numbers and contact information.

Maintain organized client files and documentation, including tax returns, financial statements, and correspondence, adhering to data protection regulations, update and maintain CaseWare binders as client information is received. Coordinate and follow-up on electronic authorization forms.  Maintain file for client tax notices.  Download county reports for real estate taxes if needed.

Address client concerns or issues promptly and effectively, escalating complex matters to appropriate team members for resolution. Provide technical assistance regarding SafeSend and any other secure file sharing software.

Cultivate strong relationships with clients by understanding their needs, providing personalized support, and offering proactive solutions to enhance their experience.  Including timely responses to client phone calls and emails.  Participating in client meetings with the tax professionals and providing summary recaps of meetings.

Assist with administrative tasks such as preparing correspondence, generating reports, and updating client databases to support the efficient operation of the tax services department. Follow-up of engagement letters as well as e-file forms.  Draft non-technical letters to IRS or state taxing authorities, check for proper spelling and grammar.

Collaborate with tax professionals, accountants, and other team members to coordinate client service efforts, share insights, and contribute to continuous improvement initiatives.  Ongoing assistance with scheduling, including ensuring that all required information has been received prior to project start dates.  

Requirements

Minimum of an associate’s degree or equivalent work experience.

Minimum 1 year of client service, accounting, financial industry experience preferred. 

Familiarity with tax regulations and processes is advantageous.

Strong communication skills, both verbal and written, with the ability to interact professionally with clients and internal stakeholders.

Excellent organizational skills and attention to detail to manage multiple tasks efficiently.

Immediate proficiency in Microsoft Office Suite and experience with CRM software is desirable.

Ability to work effectively both independently and as part of a team in a fast-paced environment.

Time management and organizational skills; ability to handle multiple responsibilities and changing priorities. 

Ability to analyze situations critically and objectively to produce the best possible outcome.

Professionally represent the firm by promptly and accurately meeting the service needs of clients and tax department members. 

Escalate operational and client issues as needed. 

Customer service focus and ability to multitask.

Discretion when handling confidential information.

Strong attention to detail and ability to always represent the firm in a positive light.

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. 

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.    

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.    

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.   

Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $70,000 - $80,000. Compensation may vary based on skills, role, and location.     

Armanino has a robust offering of benefits, including:   

Medical, dental, vision  

Generous PTO plan and paid sick time  

Flexible work arrangements  

401K with Profit Sharing  

Wellness program  

Generous parental leave  

11 paid holidays  

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.    

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance   

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/   

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.