Client Service & Technology Coordinator
Part-Time (20-25 hrs/ week to start) – Citrus County, FL | On-site
(Path to full-time in 8–12 months)
About Us
We’re a fast-growing accounting firm that provides tax preparation, bookkeeping, and fractional-CFO services to clients nationwide, with a special focus on Citrus County, Tampa Bay, and Orlando. Our tagline—“Your Financial Blueprint, Our Commitment”—guides the way we serve every customer.
Why This Role Matters
You’ll be the first friendly voice most prospects and clients hear, the person who ensures documents reach their intended destinations, and the bridge between our accountants and the technology that keeps us running. If you love talking with people and figuring out how to automate a spreadsheet, you’ll thrive here.
Key Responsibilities
- Client Interaction
- Answer inbound calls & live chat, triage questions, and schedule meetings in
- Guide clients through secure document uploads and e-signature steps
- CRM & Data Management
- Keep client records current in our CRM
- Tag, note, and track leads through pipeline stages
- Excel & Reporting
- Maintain simple dashboards (pivot tables, VLOOKUP, SUMIFS) for weekly workflow and capacity tracking.
- Document Management
- Scan, name, and file source documents in SharePoint
- Assemble digital “tax packets” for reviewer sign-off
- General Administration
- Process payments and engagement letters
- Order supplies, coordinate mailings, and assist with light bookkeeping entries
- Processes bank deposit slips and deposit funds as required
- Bank runs as needed
- Other duties as assigned by manager
Must-Have Qualifications
- Tech-Forward Mindset – solid Excel skills and eagerness to learn new apps quickly
- CRM Comfort – prior use of HubSpot, Zoho, Salesforce, or practice-management software
- macOS Curious – you either love Macs already or are excited to switch from Windows
- Clear Communicator – professional phone/email etiquette; strong writing skills
- Self-Starter – able to prioritize without needing hand-holding; asks questions
- Growth Mentality – receptive to feedback, enjoys continuous learning
Nice-to-Haves
- Experience in a CPA, bookkeeping, financial services, or professional services office
- Familiarity with QuickBooks, Zapier or Microsoft automations
- Holds or is pursuing an Associate’s or Bachelor’s degree in business, accounting, communications, marketing, or IT
Hours & Growth Path
- Part-Time to begin: weekdays, ideally covering at least one block between 9 a.m.–1 p.m. ET
- Increased hours during the February–April busy season
- Target to convert to full-time with expanded client success duties within a year
Compensation & Benefits (example – adjust as needed)
- $17 – $22 per hour DOE
- Paid Time Off
- 401(k) with match once full-time
- CPA exam or other continuing-education support (if desired)
How to Apply
Send your résumé and a brief note describing:
- A recent Excel project you automated or improved.
- A tech tool you taught yourself and how it helped you or your team.
We review every application personally and will reach out within five business days.
Your Financial Blueprint, Our Commitment — join us and help clients feel confident about their numbers while leveling up your own tech game.
Job Type: Part-time
Pay: $17.00 - $22.00 per hour
Expected hours: 20 – 25 per week
Benefits:
- Flexible schedule
- Paid time off
- Professional development assistance
Shift:
- 4 hour shift
Education:
- Associate (Required)
Location:
- Homosassa, FL 34446 (Preferred)
Shift availability:
- Day Shift (Required)
Ability to Commute:
- Homosassa, FL 34446 (Required)
Ability to Relocate:
- Homosassa, FL 34446: Relocate before starting work (Required)
Work Location: In person
