Join a growing firm, built on dedication.

What you'll do

• Follow up on new leads assigned to you and hold the first consultation.
• Learn each client's household and businesses, and which services they need — bookkeeping, payroll, sales tax, tax returns, or business formation.
• Prepare quotes and take them through internal approval before they go to the client.
• Onboard new clients once they sign, and hand them to our tax, bookkeeping, and formation teams.
• Be the main point of contact for your clients and know where every piece of their work stands.
• Keep each client's tax returns moving through the season — documents, reviews, extensions, and filing.
• Stay ahead of state filings for your clients' businesses — annual reports, amendments, and dissolutions.
• Handle IRS and state notices: reassure the client, log the notice on their account, and route it to our tax team.
• Explain quotes and invoices in plain language, and route billing changes to the right person.
• Work with your Client Relations Coordinator on scheduling, document collection, and follow-ups, and keep clear notes after every conversation.

What you bring

• Experience managing client relationships in a client-facing or professional-services role.
• Excellent written and verbal English communication.
• Strong organization and follow-through across many clients and deadlines.
• Comfortable with Microsoft Office and a CRM — Salesforce experience a plus.
• Able to work on-site Monday–Friday in Sunrise, FL.
• Legal authorization to work in the United States.

Nice to have

• Hebrew or Spanish a plus.
• Experience at a CPA, accounting, tax, or bookkeeping firm.
• Familiarity with small-business accounting, tax deadlines, payroll, or state business filings.

What you'll do

• Support a portfolio of clients alongside your assigned Client Manager.
• Communicate with clients about documents, appointments, deadlines, and outstanding matters.
• Collect required information and follow up on missing documents, signatures, payments, and other pending items.
• Schedule meetings and coordinate communication between clients and internal departments.
• Monitor open client matters and keep follow-ups on time.
• Maintain accurate client records and notes in the firm's CRM.
• Assist with new-client onboarding and document collection.
• Respond to routine client inquiries and escalate complex matters to the Client Manager or the right professional.
• Keep all client financial, tax, and business information strictly confidential.

What you bring

• 2+ years in client relations, customer service, account coordination, administrative support, or a similar client-facing role.
• Excellent written and verbal English communication.
• Strong organization and follow-up, with an eye for detail across multiple priorities and deadlines.
• Proficiency with Microsoft Office and CRM software — Salesforce experience preferred.
• An associate degree.
• Able to work on-site Monday–Friday in Sunrise, FL.
• Legal authorization to work in the United States.

Nice to have

• Hebrew or Spanish a plus.
• Experience in a CPA, accounting, tax, bookkeeping, financial-services, law, or other professional-services setting.
• Experience supporting a Client Manager, Account Manager, or similar position.
• Familiarity with accounting, bookkeeping, payroll, or tax-related processes.

What you'll do

• Categorize transactions and keep each client's books current every month.
• Reconcile bank and credit card accounts.
• Produce monthly profit and loss statements and balance sheets.
• Support payroll and sales tax work for clients who have those services.
• Be the main contact for your clients' bookkeeping questions.
• Help bring books up to date for clients who are behind.
• Have year-end books ready so our tax team can prepare business returns.

What you bring

• Bookkeeping experience.
• Accuracy and attention to detail across many clients and monthly deadlines.
• Clear written English communication with clients.
• Able to work on-site Monday–Friday in Sunrise, FL.
• Legal authorization to work in the United States.

Nice to have

• Hebrew or Spanish a plus.
• QuickBooks experience.
• Payroll or sales tax experience.
• Experience at a CPA or accounting firm.