Public accounting experience and client communication define this Client Information Coordinator opportunity with Express Employment Professionals. Organize tax documentation while keeping files moving.

This Client Information Coordinator supports a public accounting firm’s year-end and personal tax files. The work centers on client follow-up, documentation review, file organization, and administrative coordination rather than preparing accounting or tax files. You will help accountants and tax preparers receive complete information.

Key Responsibilities:

- Request client information for year-end and personal tax files
- Follow up on outstanding documentation, items, and deadlines
- Review files, identify gaps, and organize client documents




- Maintain checklists and communicate issues to accounting teams
- Respond to routine questions and escalate tax-related matters

Requirements:

- Previous public accounting firm experience is required
- Understanding of year-end and personal tax documentation
- Solid organization, communication, and attention to detail
- Ability to manage multiple files and competing deadlines
- CaseWare or personal tax cycle experience is an asset

Use public accounting knowledge, client follow-up, and documentation skills to coordinate complete files for accountants and tax preparers.

📌 Public Accounting Client Coordinator (Canada)
🏢 Express Employment Professionals - Halifax
📍 Canada