Captura de pantalla 2023-02-15 a la(s) 13.13.14

Client Care Coordinator

Captura de pantalla 2023-02-15 a la(s) 13.13.14
Captura de pantalla 2023-02-15 a la(s) 13.13.14

We at Core CPAs & Advisors are looking for a teammate that can embody our core values: integrity, trust, team, excellence, service, and loyalty. Client Care Coordinators are active in communication with clients and the assigned tax team working diligently and efficiently to ensure that all requested services are provided accurately and in a timely fashion.


  • A competitive salary at or above the salary market rate
  • A quarterly bonus plan, medical and dental
  • Life and accidental insurance
  • Pet insurance
  • Gym membership
  • Vacation
  • 401(k) matching at 4% retirement plan and profit-sharing plan


  • Be the first point of contact in handling in-person, e-mail, or phone inquiries
  • Intake, record, and log client information into appropriate systems and document requested service
  • Manage and prioritize high-volume incoming queues of requests from clients and route them to appropriate staff
  • Provide timely written and oral updates from the initial engagement through to completion. Follow-up with clients as necessary
  • Develop knowledge regarding accounting, business advisory, and taxes subjects pertinent to the service provided to the client
  • Maintain and track client work status and assign work in CC&A IPM System as appropriate to ensure consistency and accuracy
  • Identify potential issues or engagement misses and follow-up with client
  • Follow-up with client, documentation, and supporting information required to complete work or properly invoice the client 
  • Ensure all clients are invoiced through Ignition or QuickBooks Online (QBO) and process record collection of payment
  • Ensure that all services are billed in a timely manner 
  • Follow-up with clients for all unpaid balances and escalate as necessary.
  • Assemble, scan, document, and mail the completion of tax packages to the appropriate government agency and client in the finalization of taxes.
  • Follow-up weekly on outstanding accounts receivable invoices. Monthly mailout Accounts Receivable statements to clients.
  • Answering phones, scheduling and confirming appointments, directing prospective clients, and providing Executive Assistant services to Partners of the firm
  • Ensure all office supplies are sourced, ordered, and authorized for purchase
  • Aid the receptionist in their absences

Knowledge, skills, and abilities

  • One year of experience in business or administrative field from front desk, office manager, call center, or office coordinator experience 
  • One year of experience demonstrated customer service management, call center or collections management a plus
  • Comfortable with making and taking phone calls
  • Experience in a fast-paced environment 
  • Conflict resolution
  • Strong attention to detail 
  • Demonstrated proficiency in Microsoft Office, Net Suite, QBO, Salesforce, or compatible software
  • Exhibits an eagerness to learn new tasks and take on additional responsibilities


  • Required: High school diploma/GED
  • Preference: associate degree


$21.00 to $25.00 - Overtime will be required during tax season


4 days a week, 10 hours a day. Starting time will be discussed part of the interview process

Physical Demands

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals may need to sit or stand as needed. May require walking primarily on a level surface for periodic periods throughout the day. Reaching above shoulder heights, below the waist or lifting as required to file documents or stored materials throughout the workday. Proper lifting techniques required. May include lifting 25 pounds for files, computer printout, and paper on occasion.


In-person, Tustin, CA

Captura de pantalla 2023-02-15 a la(s) 13.13.14

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