Client Service Coordinator

hirify.globalss="location">Location: Nashville, Tennessee, United States; office-based

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 professionals and 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Support service team leaders across Tax, Assurance, Outsourcing, and Digital operations.
• Prepare, organize, scan, assemble, and deliver client tax documents, returns, extensions, authorization forms, and related correspondence.
• Track tax e-file deadlines, client data, workflow systems, and reporting requirements.
• Coordinate assurance documents, audit worksheets, financial statements, engagement letters, reports, presentations, meetings, and client deliverables.
• Manage outsourcing engagement letters, technology setup, invoices, 1099s, CRM tracking, and client deliverables.
• Provide backup support to internal operations team members during peak periods and as needed.

hirify.globalss="requirements">Requirements

• Two years of relevant experience required.
• High school diploma or equivalent required.
• Professional services industry experience preferred.
• Associate or bachelor's degree preferred.
• Ability to quickly learn new software applications.
• Proficiency with Microsoft Windows and Office products; familiarity with CCH ProSystemFx, CCH products, CRM, Adobe, Word, Excel, Outlook, and PowerPoint.

hirify.globalss="culture-benefits">Culture & Benefits

• Inclusive culture that welcomes different beliefs and perspectives.
• Health, dental, and vision benefits.
• 401(k) and additional wellness benefits supporting physical, financial, social, and emotional well-being.
• Equal opportunity employer with protections for veterans and individuals with disabilities.