US Client Services & Administrative Coordinator | 100% Remote | Independent Contractor

Company: TeamUp

**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.*
Are you an organized, proactive professional who thrives in a positive, accountability-driven environment?
If you enjoy keeping projects on track, supporting clients with professionalism, and creating order from busy workflows, this role is for you.
WHAT’S IN IT FOR YOU?
* Competitive compensation tailored to your expertise and skills;
* Annual salary increments reflective of your outstanding performance;
* Unlock potential performance-based bonuses to reward your hard work and dedication;
* Flexible PTO arrangement, as long as requests are communicated in advance and work is completed;
* Preferred fixed schedule overlap from 11:00 AM to 2:00 Pacific Time every Tuesday for weekly check-in meetings, with the remaining hours being flexible.
* Fully remote work setup - work from the comfort of your home;
* Full-time role as Independent Contractor (no BPO involvement);
* A rewarding opportunity with a focus on cultivating a fulfilling lifestyle for the long term;
* Exciting, relationship-based company that genuinely cares about its people and clients;
* Join a firm that values positivity, coachability, and client-first service.
CLIENT BACKGROUND
Our client brings financial services directly from your smartphone or computer into your home and business, ensuring a hands-on approach with every interaction. They specialize in accounting and tax advisory services, offering tax return filing, tax planning, bookkeeping, and financial statement preparation. Their expertise extends across Federal Taxes, compliance and efficiency. By participating in Continuing Professional Education courses, they stay on top of ever-changing tax laws and accounting methods. With their client-centric approach and dedication to excellence, they empower individuals and businesses to make informed financial decisions.
ABOUT THE ROLE
We're looking for a highly organized and dependable Client Services & Administrative Coordinator to support our growing accounting firm. This role is ideal for someone who enjoys administrative coordination, client communication, and keeping projects moving efficiently.
While bookkeeping experience is beneficial, this is not a bookkeeping-focused position. Our priority is finding someone who is proactive, detail-oriented, responsive, and able to manage client-facing administrative processes with professionalism and care.
DUTIES AND RESPONSIBILITIES
* Deliver completed tax returns, tax packets, and related documents to clients through our established workflow.
* Set up and manage client item request tasks within our secure client portal using meeting transcripts, meeting notes, and management instructions.
* Send copies of prior-year tax returns to clients upon request and with management approval.
* Maintain task workflows in ClickUp and our secure client portal to ensure projects continue progressing without delays.
* Monitor assigned tasks and proactively follow up on outstanding items.
* Communicate regularly with management regarding completed work, delays, roadblocks, or questions.
* Provide professional, friendly, and timely communication with clients via email and other communication channels.
* Assist with general administrative tasks that support the firm's day-to-day operations.
* Follow established processes while continuously looking for ways to improve workflow efficiency.
QUALIFICATIONS
Required
* Minimum of 2 years of experience in an administrative, operations support, or client support role.
* Excellent written English communication skills.
* Strong organizational and time management skills.
* High attention to detail and ability to manage multiple tasks simultaneously.
* Reliable, responsive, and consistent in meeting deadlines.
* Comfortable working in a fast-paced, deadline-driven environment.
* Able to follow detailed instructions while exercising sound judgment.
* Proactive in asking questions and communicating updates when clarification is needed.
* Professional and client-focused attitude.
* Experience using cloud-based business applications and learning new software quickly.
Preferred
* Accounting or bookkeeping experience.
* Experience working in an accounting, bookkeeping, tax, or professional services firm.
* Familiarity with QuickBooks Online.
* Experience using ClickUp, TaxDome, or similar workflow/project management platforms.
* Administrative or client support experience in a remote work environment.
ADDITIONAL REQUIREMENTS
* Personal laptop or desktop computer
* Reliable, stable and high-speed internet
* Work Environment: with secluded workstation to ensure a private and distraction free space
DESCRIPTION OF IDEAL CANDIDATE
* Client-Focused and Professional: You communicate with clients in a friendly, polished, and professional manner, helping create a positive experience with every interaction.
* Dependable and Accountable: You take ownership of your work, consistently meet deadlines, and follow through on commitments. Your team can rely on you to keep projects moving forward.
* Organized and Detail-Oriented: You enjoy bringing structure to busy workflows and can manage multiple tasks without letting important details slip through the cracks.
* Process-Oriented and Resourceful: You enjoy following established workflows while continuously looking for ways to improve efficiency and keep work organized.
* Proactive Communicator: You provide timely updates, ask thoughtful questions when something is unclear, and communicate openly about completed tasks, delays, or roadblocks.
* Responsive and Adaptable: You thrive in a fast-paced environment, respond promptly to messages and requests, and can effectively prioritize changing workloads.
Are you the Client Services & Administrative Coordinator we’re looking for?
Apply now and join a fast-growing US accounting firm that values positivity, accountability, and a client-first approach!

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