Client Service Coordinator

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WilkinGuttenplan

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1983

💸 Finance

🏢 Enterprise

Finance • Accounting • Enterprise

WilkinGuttenplan is an innovative, full-service accounting and advisory firm committed to proactive service, deep expertise, and long-lasting relationships. The firm offers a wide range of services including accounting and assurance, business valuation, advisory services, tax services, and specialized audits. WilkinGuttenplan caters to a diverse array of industries such as closely held businesses, healthcare professionals, real estate, and technology services. With a focus on client needs, the firm provides tailored solutions designed to enhance business performance and ensure compliance with complex regulations.

📋 Description

• Monitor Suralink continuously to ensure timely movement of client engagements through each phase of the workflow. • Roll forward client request lists within Suralink for recurring and annual engagements. • Follow up with clients regarding pending documentation, outstanding items, and information requests. • Pull relevant documents and reports from client portals (GL systems, RCM systems, banking portals, TPA and payroll portals, proprietary systems) for use in A&A engagements. • Confirm completeness and readiness of key documents upon receipt, including: Trial Balance and General Ledger, Budget, AR/AP Aging, bank statements, and all other required engagement documentation. • Route completed engagement packages to fieldwork queues and notify appropriate team members when engagements are ready to begin. • Escalate stalled or delayed document requests to the appropriate Manager or Partner with sufficient lead time. • Perform CCH Binder rollforwards for recurring engagements across the A&A portfolio. • Manually import Trial Balances into CCH engagement software as needed. • Assist with maintaining engagement documentation and ensuring workflow accuracy throughout the engagement lifecycle. • Support overall CCH Axcess engagement setup, organization, and closeout procedures. • Assist with Guided Risk Assessment (GRA) setup and Guided Assurance procedures under the direction of engagement managers. • Run and distribute tracking and status reports on a scheduled and ad hoc basis. • Follow up on outstanding accounts receivable and billing items on behalf of the engagement team. • Update and maintain documents in GFR and other internal document management systems. • Support and maintain the A&A department pipeline in HubSpot, ensuring records are accurate and up to date through collaborations with Marketing department. • Support and maintain the proposal process for A&A department; assist with collaboration with marketing team in preparing proposals, as directed by Partners and Managers. • Provide general administrative support to the A&A / Commercial Partners and Managers. • Provide backup support to administrative staff firm-wide during peak periods, deadlines, or coverage needs. • Serve as a liaison between the A&A engagement team and the Resource Management team to communicate engagement readiness and pipeline status. • Flag scheduling conflicts or capacity issues when engagements are delayed beyond expected timelines. • Coordinate with administrative staff on shared tasks, coverage arrangements, and firm-wide deadlines. • Attend department meetings and provide engagement status and workflow updates as needed.

🎯 Requirements

• Associate’s or Bachelor’s degree in Accounting, Business Administration, or a related field. • 2+ years of experience in a public accounting firm or professional services environment in an administrative, operations, or paraprofessional capacity. • Familiarity with Suralink or similar client document request and collaboration platforms. • Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Teams); ability to quickly learn new programs and technologies. • Strong understanding of audit engagement workflow and document lifecycle (pre-fieldwork through issuance). • Exceptional organizational skills with the ability to manage multiple engagements and deadlines simultaneously. • Professional written and verbal communication skills; comfortable following up directly with clients. • Ability to handle sensitive information with confidentiality and professionalism. • Proactive problem-solver who can work independently and escalate appropriately. • Working knowledge of CCH Axcess (or ProSystem fx) engagement management, including binder rollforwards and Trial Balance import a plus. • Possesses and demonstrates strong understanding and alignment with our firm’s core values of honesty and candor, continual learning, innovation, mentorship, leadership, team player, client committed, and community oriented.

🏖️ Benefits

• We have a unique culture that emphasizes and values flexibility and work/life balance including fully virtual or hybrid work arrangements. • Our collaborative work environment is strongly committed to your professional growth and success. • We have a track record of ranking as a Best Place to Work NJ for the past twenty one years and have won several other awards including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and many more! • WG offers a competitive salary and benefits package, including generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more!