Client Services Coordinator

Rice & Co LLP is looking for a Client Services Coordinator to become the organizational hub of our firm — the person who keeps client engagements moving, keeps our partners and team supported, and keeps our cloud-first practice running like it should. About Rice & Co We're a modern Chartered Professional Accounting firm delivering advisory, tax, assurance, and accounting services to businesses, organizations, and individuals. As a Certified B Corporation™, we believe business should be a force for good — balancing outstanding client service with a real commitment to our people, our community, and the environment. Our team is fully remote and built around cloud technology, automation, and AI. We're collaborative, curious, and always looking for a better way to work — and we're looking for someone who wants to help us find it. The Opportunity This role sits at the center of everything: client engagements, partner support, and firm operations all pass through the Client Services Coordinator. You'll make sure engagements move efficiently from onboarding through completion, while giving our partners and team the administrative backbone they need to focus on clients, not paperwork. If you like solving problems, tightening up a process, and learning new tools, this role was built for you. What You'll Do • Coordinate client onboarding and engagement administration using Ignition and other firm software. • Monitor our workflow software (Xero Practice Manager) and keep engagements moving efficiently through the firm. • Own the administrative side of the client lifecycle — from the first engagement letter to the final locked tax file. • Coordinate client communications, appointments, and document requests, and keep our digital client files accurate and current. • Support partners with engagement administration, billing preparation, and personal tax season logistics. • Maintain workflow templates, checklists, and standard operating procedures — and help us test and roll out new ones. • Use (and keep learning) AI tools to find smarter, faster ways of getting the work done. • Coordinate internal meetings, travel, and team events, and keep our internal documentation up to date. What You'll Bring • 3+ years of administrative, office coordination, or client service experience. • Excellent written and verbal communication skills. • Strong organizational skills with real attention to detail — you catch the things others miss. • Self-motivation and comfort working independently in a fully remote environment. • Proficiency with Microsoft 365 and cloud-based applications. • Curiosity and a genuine willingness to learn emerging AI tools. Professional services or CPA firm experience is an asset, but not required — we're just as interested in how you think and work as in what's on your resume. Why Rice & Co • Fully remote — work from anywhere in Canada, with occasional travel. • A Certified B Corporation™ that means it — client service and purpose aren't in tension here. • A genuinely cloud-first, AI-forward team that's still figuring out the best ways to work, and wants your input. • Real ownership from day one, with a clear path to shaping how the firm operates, not just executing checklists. Compensation Competitive and commensurate with experience — details are shared during the interview process. How to Apply Send your resume and a short note on why this role caught your eye. We review applications on a rolling basis and look forward to hearing from you.

The role serves as the organizational hub, coordinating client onboarding and managing the administrative lifecycle of engagements. It involves supporting partners with billing and logistics while maintaining workflow templates and utilizing AI tools for efficiency.

Candidates need 3+ years of administrative or client service experience and proficiency with Microsoft 365 and cloud applications. Strong organizational skills and a willingness to learn emerging AI tools are essential.

• Sens de l’organisationSouhaitée
• Souci du détailSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client Onboarding
• Engagement Administration
• Workflow Management
• Client Communication
• Billing Preparation
• Standard Operating Procedures
• AI Tools
• Microsoft 365
• Cloud-based Applications
• Organization
• Attention to Detail
• Written Communication
• Verbal Communication
• Remote Collaboration

• Administrative
• Finance & Accounting
• Customer Service & Support
• Consulting

Expérience minimale

2+ ans

Postuler avant le

10 févr. 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Entry level

Mode de candidature

La candidature directe est offerte