Client Success & Administrative Coordinator - Tax & Accounting Firm

Support a tax and accounting firm with client communication, discovery calls, onboarding, CRM management, invoicing and administrative coordination.

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About Assist World

Assist World recruits remote professionals for international businesses and professional-service firms.

What you'll do

• Respond to client inquiries
• Conduct discovery calls
• Qualify prospective clients
• Coordinate client onboarding
• Maintain CRM records
• Follow up on documentation
• Assist with QuickBooks invoicing
• Support client retention activities

What we're looking for

• Three to four years of administrative or client-service experience
• Accounting or financial-services experience
• Basic bookkeeping knowledge
• CRM experience
• Strong communication
• Client onboarding experience preferred
• Good organizational ability
• Professional English

Benefits

• USD 540-$750 monthly advertised compensation
• 100% remote
• Approximately 28 hours weekly initially
• Potential full-time growth
• Birthday bonus
• Monthly raffle eligibility
• No activity tracker

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