Client Excellence Coordinator

About Kenny & Kenny P.C.

At Kenny & Kenny, we're more than just a CPA firm. We're a team of dedicated professionals who specialize in Accounting, Tax Preparation, Business Advisory, and Exit Planning services. Our personable and knowledgeable team is committed to helping clients understand the financial matters that impact both their businesses and personal lives.

What sets us apart from other CPA firms is our unique approach to client service. With decades of experience, we offer more than just tax return preparation. We are strategic business consultants dedicated to providing valuable insights that drive growth and maximize the value of businesses.

Joining our team means becoming part of a supportive and dynamic environment where you can contribute to meaningful work that truly makes a difference for our clients. Discover the rewarding opportunities that await you at Kenny & Kenny, where your expertise will be valued and your professional growth supported.

About the Role

You will serve as a key connection between our clients and professional team, ensuring requests are acknowledged, information flows smoothly, deadlines are tracked, and clients always know what happens next. We are seeking an organized, personable, and technology-savvy Part-Time Client Excellence Coordinator to help deliver an outstanding experience to our clients.

The ideal candidate enjoys helping people, takes ownership of details, and uses technology to make processes more efficient. This is not simply an administrative position. You will play an important role in building strong client relationships and helping our firm operate efficiently.

Benefits:

• Payscale $24-$30/hr based on experience and commitment.
• Flexible office hours - when kids are in school, need to go to the doctor, etc.
• We offer work-life balance and an opportunity to grow professionally.

Responsibilities

You main tasks will involve learning our tech stack & interacting with clients in a friendly and welcoming manner. We will help you learn & develop your skills as much as you need!

Client Experience and Communication

• Serve as a friendly, professional first point of contact for clients.
  
• Respond promptly to phone calls, emails, and client inquiries.
  
• Proactively follow up on outstanding client requests and documentation.
  
• Coordinate client onboarding, engagement renewals, and service transitions.
  
• Ensure clients receive timely updates and feel valued throughout their relationship with the firm.

Workflow and Team Coordination

• Manage and monitor client workflows using Karbon practice management software.
  
• Track deadlines, outstanding assignments, and follow-up commitments.
  
• Coordinate the secure collection and delivery of tax and accounting documents.
  
• Help schedule client meetings and organize meeting preparation.
  
• Identify bottlenecks and communicate priorities to the appropriate team members.

Requirements

• Excellent written and verbal communication skills.
  
• Strong organizational skills and attention to detail.
  
• A friendly, professional, and service-oriented personality.
  
• Ability to manage multiple priorities independently.
  
• Proficiency with Microsoft Outlook, Word, Excel, and other cloud applications.
  
• Commitment to confidentiality and protecting sensitive client information.

Additional qualifications

• Experience managing an office environment
• Experience with Tax & Accounting software
• Experience using A.I. in a professional setting