Client Services & Bookkeeping Coordinator

Common Cents Business, a locally owned firm, is seeking a dependable, organized, and personable Client Services & Bookkeeping Coordinator to join our team. This is a hybrid position combining bookkeeping responsibilities, client service, administrative support, and tax-office coordination.

Prior tax-office experience and tax knowledge are not required. We are willing to train the right person on our tax-office procedures, software, and client pickup process. The ideal candidate will have a strong bookkeeping foundation, excellent client-service skills, attention to detail, and a willingness to learn.

Primary Responsibilities

Bookkeeping

• Perform recurring bookkeeping services for assigned clients
• Categorize transactions and maintain accurate general ledgers
• Reconcile bank, credit card, and loan accounts
• Review financial records for missing information or unusual transactions
• Assist with bookkeeping cleanup and year-end preparation
• Communicate with clients regarding missing documents and bookkeeping questions
• Prepare organized financial information for review by the firm’s enrolled agents
• Maintain accurate notes regarding outstanding items and completed work

Client Service and Tax Office Support

• Greet clients and provide professional front-office assistance
• Answer incoming telephone calls and route questions appropriately
• Schedule appointments and assist with general client inquiries
• Accept tax-document drop-offs and confirm that required intake information has been received
• Scan, organize, and securely route client documents
• Contact clients regarding missing tax documents, signatures, or other administrative items
• Assist clients with accessing and using the firm’s secure online portal
• Coordinate completed-return pickups and electronic delivery
• Provide clients with a high-level summary of their completed tax return using information prepared or approved by an enrolled agent
• Escalate tax questions, tax-planning questions, and technical matters to an enrolled agent
• Obtain required signatures, collect payments, and confirm that pickup procedures are completed
• Support enrolled agents with document organization, workflow tracking, client follow-up, and administrative tasks

Important Scope of the Position

This is not a tax-preparer position, and prior tax knowledge is not required.

The employee will be trained to explain the general layout and summary figures of a completed tax return after it has been reviewed by an enrolled agent. This position does not independently provide tax advice, interpret tax law, recommend tax positions, prepare or make changes to a return.

Qualifications

• Previous bookkeeping, accounting-support, or comparable financial-recordkeeping experience
• Working knowledge of basic bookkeeping concepts
• Strong reconciliation and problem-solving skills
• Excellent written and verbal communication skills
• Professional and welcoming manner when working with clients
• Strong attention to detail and commitment to accuracy
• Ability to organize documents and manage multiple deadlines
• Comfortable learning new software, procedures, and terminology
• Ability to recognize when a client’s question should be referred to an enrolled agent
• Ability to maintain strict confidentiality when handling tax and financial information
• Dependable attendance and the ability to work effectively during busy tax-season deadlines

Preferred but Not Required

• Experience with QuickBooks Online or similar bookkeeping software
• Experience working in an accounting, tax, bookkeeping, banking, or professional-services office
• Familiarity with TaxDome, Drake Tax, Microsoft Office, or similar software
• Experience communicating with clients about financial documents
• Experience reviewing financial statements or preparing bookkeeping records for tax preparation

Candidates should not be discouraged from applying if they do not have tax-office experience. We are willing to train a dependable candidate who has the right bookkeeping foundation, client-service abilities, and willingness to learn.

Skills Needed for Success

• Accuracy and attention to detail
• Strong client-service skills
• Professional judgment and discretion
• Clear communication
• Organization and follow-through
• Ability to prioritize urgent requests
• Comfort working independently and as part of a team
• Willingness to ask questions and escalate technical matters appropriately
• Interest in learning tax-office procedures and terminology

Position Details

• Job type: Full-time
• Work location: Taylor
• Regular schedule: Monday - Friday 8-5
• Compensation: $21–$26 per hour, based on experience
• Benefits: Health, Life, Disability, 401K, Paid time off

About Common Cents

Common Cents Business provides tax preparation, bookkeeping, and advisory services to individuals and businesses. We value accuracy, confidentiality, responsiveness, and practical client service. This position plays an important role in keeping client work organized and ensuring that clients receive a professional, welcoming experience.

How to Apply

Please submit your résumé and a brief explanation of your bookkeeping experience, client-service experience, and familiarity with QuickBooks Online or other accounting software. Tax experience is welcome but is not required. Must be able to pass a background check.