Job Description
Job DescriptionDescription:
CS&L CPAs is a certified public accounting firm serving southwest Florida for over 70 Years. We specialize in taxation, auditing, outsourced accounting, and advisory services for individuals, businesses, and organizations. We strive to build lasting relationships based on trust and transparency while cultivating a supportive and dynamic work environment that promotes professional excellence and personal development for our team members. Team Members at CS&L CPAs enjoy a comprehensive benefits package designed to support their well-being and work-life balance.
Our benefits include:
- Two Medical Insurance plans to choose from along with Dental and Vision
- Group Life, Long-Term, and Short-Term Disability Coverage: Financial protection in case of illness or injury.
- Additional Voluntary benefits include: Critical Illness and Accident Insurance, Identity Theft Protection, Pet Insurance: Coverage for your furry family members, Telehealth Services, Life Insurance Policy: Provided for each full-time employee.
- 401(k) Program: A robust retirement plan to help you secure your financial future.
- Paid Holidays and Time Off: Generous leave to recharge and enjoy personal time.
- CPA Exam Bonus
- Mentorship & Business Development Program
- CS&L Cares Program: Providing support internally and externally for those in need.
Location:
This position requires an onsite presence at our beautiful downtown Sarasota office. As an integral member of our team, you will be collaborating closely with colleagues in a dynamic office environment. We value flexibility and work-life balance and are excited to welcome someone who thrives in a collaborative in-person setting and shares our commitment to excellence.
About the Role:
As a Client Services Coordinator, you will have a direct impact on our Firm and the clients. You will set our clients at ease by efficiently managing all of the operational aspects of our relationship with them.
The ideal candidate will have excellent communication and writing skills and be motivated to go above and beyond to serve our clients and will also be willing to assist internal customers on various projects throughout the year. The candidate will ideally have experience supporting a company executive; preferably acting as the liaison and “right hand” to a corporate executive in the past. Having some basic knowledge or a degree in Accounting is a plus, but is not a requirement for the position as the team will train you on our processes and procedures.
Responsibilities
- Communicate with clients and executives on a daily basis via phone, email and in-person.
- Support various internal customers, such as Principals and Managers with operational details of managing clients, workflows and other daily routine tasks.
- Be proactive in following-up with clients regarding certain deadlines, pending deliverables and appointments.
- Organize and confirm meetings with clients, candidates, partners, prospects and internal customer.
- Plan and respond to urgent needs as they come up.
- Execute all functions necessary to maintain accurate electronic databases of prospect and client information in accordance with our internal procedures and guidelines.
- Exercise personal integrity and they ability to discreetly handle confidential data.
- Maintains the highest compliance standards by adhering to the Firm’s HR policies and our industry’s regulatory standards to mitigate risk to the Firm.
- Proficient in MS Office Suite including Outlook, Word, Excel, and use of internet resources.
Qualifications
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Ability to function well in a high-paced and at times stressful environment.
- Proficient with Microsoft Office Suite or related software.
Education and Experience
- Bachelor’s Degree, Preferred - High School Diploma, Required
- Prior experience with a personal services firm, such as accounting or law, preferred.
Requirements: