COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Client Services Coordinator

Location
Dallas, TX / Hybrid
Pay Type
Salary
Benefits
Full Benefits
Type
Full-Time
Title
Client Services Coordinator / Tax Processor

Our team is dedicated to delivering outstanding service, and an exceptional employee experience.  If you want a career working with a group of smart, talented and passionate individuals – where you can make an impact every day – Beaird Harris is the place for you.

This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.

Due to continued growth, we are currently seeking a dedicated Client Services Coordinator / Tax Processor.  The Client Services Coordinator / Tax Processor position is a critical role in our firm.  It directly impacts our team and clients.  We are a Certified Public Accounting and Wealth Management firm with a fast-paced working environment. A large portion of the job duties described below will ebb and flow depending on the time of year as we meet various federal and state tax deadlines.

Qualifications

  • Public accounting experience highly preferred
  • Knowledgeable in Microsoft Office Suite
  • Excellent, proactive customer service skills
  • Organized with a high attention to detail
  • Strong writing and verbal communication skills
  • Effective time management skills to meet deadlines
  • Ability to work with sensitive information and maintain privacy and confidentiality
  • Ability to thrive in a fast-paced, team oriented environment
  • Ability to maintain a positive working relationship with clients and coworkers

Duties and Responsibilities

Supports various functions in the firm not limited to:

  • Collaborate with administrative and client facing teams to meet internal and external deadlines
  • Process and e-file tax returns
  • Help coordinate delivery to client
  • New client set up and paperwork
  • Calendar internal/external meetings and teleconferences, as needed
  • Supporting the tax team
  • Heavy client contact
  • Back up for incoming calls
  • Special company projects
  • Various miscellaneous administrative duties

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

We offer competitive compensation and an excellent benefits package including many work/life balance benefits designed to help our employees balance their work and their interests outside the office. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning and culture.

Beaird Harris has been recognized as one of the “Top 100 Places to Work in Dallas” by Dallas Morning News,  ““Best Places to Work in DFW” by the Dallas Business Journal, one of the “Best Companies to Work for in Texas” by Texas Monthly and as a “Best Accounting Firms to Work For” in the nation by Accounting Today.

Beaird Harris is an Equal Opportunity Employer

Beaird Harris Benefits

MEDICAL 

DENTAL

DISABILITY

LIFE

401K PLAN

EDUCATION BENEFITS

SUMMER HOURS

PAID TIME OFF

FLEXIBLE SCHEDULE

REMOTE ACCESS

ADVISORY SERVICES

SO MUCH MORE

MEDICAL 

DENTAL

DISABILITY

LIFE

401K PLAN

EDUCATION BENEFITS

SUMMER HOURS

PAID TIME OFF

FLEXIBLE SCHEDULE

REMOTE ACCESS

ADVISORY SERVICES

SO MUCH MORE

MEDICAL 

DENTAL

DISABILITY

LIFE

401K PLAN

EDUCATION BENEFITS

SUMMER HOURS

PAID TIME OFF

FLEXIBLE SCHEDULE

REMOTE ACCESS

ADVISORY SERVICES

SO MUCH MORE