Client service, front-desk coverage, and organized administration anchor this Client Information Coordinator role. Express Employment Professionals represents a public accounting firm.
The coordinator keeps client files progressing by requesting information, maintaining tracking systems, and preparing documentation for accountants and tax preparers. You will also handle routine questions, CRA administrative communication, filing, reception, and support for management. Previous public accounting experience is required.
Key Responsibilities: Communicate with clients about missing information and deadlines
Coordinate routine administrative matters with the CRA
Answer phones, greet clients, and provide reception coverage
Support management and accounting teams with administration
Assist with office projects and additional duties
Requirements: Previous public accounting firm experience is required
Understanding of year-end and personal tax files
Professional, dependable approach in a small office
Ability to work independently while supporting a team
Robust organization across multiple files and priorities
Apply public accounting experience, dependable administration, and client communication skills across reception, CRA, and file coordination.