Client Coordinator – Full Time
Location: Bethesda, MD (On-site)

Join a respected CPA firm where your attention to detail, professionalism, and client service mindset will be valued every day. Sullivan & Company, CPAs is seeking a Full-Time Client Coordinator to support our accounting team and deliver exceptional service to our clients. This is a long-term opportunity with strong potential for growth within your first year.

We are a collaborative, family-friendly firm located in downtown Bethesda, steps from the Red Line Metro.

Compensation & Benefits:

Starting salary: $42,000–$62,000, commensurate with experience
Paid overtime
Health, dental, and vision insurance
401(k) plan
Paid parking
Professional development and growth opportunities

Key Responsibilities:

Manage and maintain internal client databases and systems
Coordinate workflows and monitor project deadlines
Schedule and confirm meetings and calls with clients and team members
Track tax due dates and follow up on outstanding client information
Prepare polished and professional written communications
Organize the return of client records
Build and maintain strong client relationships
Assist with general administrative support as needed

What We’re Looking For:

Strong written and verbal communication skills
Meticulous attention to detail and excellent time management
Ability to prioritize tasks and work independently
Positive, flexible attitude with a strong team mindset
Comfortable handling confidential information with discretion
Proficiency in Microsoft Office and strong grammar/spelling skills

This is an in-office role. Remote work is not available.

If you're highly organized, proactive, and enjoy being at the center of a team dedicated to client service, we encourage you to apply.

GROW WITH US.
Sullivan & Company, CPAs
www.eSullivan.net

Job Type: Full-time

Pay: $42,000.00 - $62,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Administrative: 1 year (Preferred)

Work Location: In person

Sullivan & Company CPAs

Latest Jobs

Client Excellence Coordinator