Client Services Coordinator | $65k - $85k | Wellington, FL

This firm don’t do burnout.

And it’s not just a line they use to attract people.

They work 35 to 40 hours during tax season. Yes, really.
9:30 to 5, even when things are busy.

If you’ve come from an environment where “client service” meant constant pressure, late nights, and spinning plates all day… this will feel very different.

Built by a former Deloitte CPA who wanted something better, this boutique tax and advisory firm has grown quickly by focusing on quality over chaos. They have doubled revenue without losing what matters a genuinely calm, balanced, high trust culture.

Clients are carefully selected. If they are disorganised or difficult, they are not kept. Which means your day is spent working with good people, not firefighting.

Why this firm

35 to 40 hours during busy season
A genuinely supportive, close knit team
Leadership that actually cares about your growth and wellbeing
Clients who respect the firm and how it operates
Long term flexibility once you are settled

The role
This is not just a front desk or admin position. It is a central role within the firm.

You will be the first point of contact for clients, setting the tone for every interaction. The role blends client service, coordination, and organisation, making sure everything runs smoothly behind the scenes.

You will:

Be the go to person for client communication, both in person and over the phone
Manage documents, workflows, and ensure everything is where it should be
Support the team with scheduling, coordination, and general organisation
Build strong relationships with clients and create a polished, professional experience

What they are looking for
Someone who:

Comes from a CPA firm, wealth management, private banking, or a high end client service environment
Is naturally warm, professional, and confident with clients
Has strong organisational and document management skills
Takes pride in being reliable and on top of everything
Enjoys being in the office and part of a team

This is an in person role, and they value having someone present who brings energy and structure to the team. If you want a client facing role where you are trusted, respected, and not run into the ground, this is one worth exploring.

If you’re interested in this role, click apply and I’ll be in touch. Not ready with a resume yet? No problem, connect with me on LinkedIn (Ellie Butler at Distinct North America) or give me a call on

Even if your experience doesn’t match every requirement, we still encourage you to apply. We’re committed to supporting our CPA firm partners in building inclusive, diverse teams. And if this role isn’t the right fit, we likely have others that could be.

INDFLO

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Health insurance
Opportunities for advancement
Paid sick time
Paid time off
Work from home

Work Location: In person

Distinct Recruitment

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Client Service Coordinator