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
