Wilkinguttenplan

Client Service Coordinator - A&A

United States

Sponsorship not specified$58k-$72kDetected 9 days ago

HubSpotAccountingExcelAuditingAR/VRLeadershipCommunicationCollaborationMentoringOrganizational SkillsMicrosoft OfficeInternal AuditAccounts Payable

About the role

Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions.
WilkinGuttenplan is an independent member of the BDO Alliance USA.
Position Overview WG is seeking an Client Service Coordinator to serve as the operational backbone of the Accounting & Assurance (A&A) department.

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.
Escalate stalled or delayed document requests to the appropriate Manager or Partner with sufficient lead time.
CCH Axcess Engagement Management Perform CCH Binder rollforwards for recurring engagements across the A&A portfolio.
Support overall CCH Axcess engagement setup, organization, and closeout procedures.
Other Miscellaneous Administrative & Department Support Run and distribute tracking and status reports on a scheduled and ad hoc basis.
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.
Familiarity with Suralink or similar client document request and collaboration platforms.

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.
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.
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).
Trial Balance and General Ledger, Budget, AR/AP Aging, bank statements, and all other required engagement documentation.

Roll forward client request lists within Suralink for recurring and annual engagements.

Founded in 1983, WilkinGuttenplan ("WG") is a leading accounting and advisory firm in New Jersey and New York City.

Wilkin & Guttenplan P.C. is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive work environment.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.

This listing is sourced directly from Wilkinguttenplan's careers page and normalized into a canonical job model.