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Posted 5d ago

Experience Coordinator

@ Blankenship CPA Group
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Nashville, Tennessee, United States
OnsiteFull Time
Responsibilities:Client support, Tax support, Client experience
Requirements Summary:Bachelor's degree or equivalent experience; strong organizational and time management; excellent communication; MS Office proficiency; attention to detail; ability to work independently and in a team; public accounting or financial services experience a plus.
Technical Tools Mentioned:Microsoft Office Suite
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Job Description

Experience Coordinator

At Blankenship CPA Group, PLLC, our roots are deeply planted in serving Nashville's growing business and professional community. Blankenship is a Top Ten Nashville public accounting firm of approximately 200 professionals. We serve our clients' Tax, Audit, Accounting, and Consulting needs in the Nashville, Tennessee, and middle TN market through our experienced accountants in our Brentwood, Columbia, Dickson, Goodlettsville, Mt. Juliet, Nashville, and Murfreesboro offices.

Blankenship is seeking an Experience Coordinator for our Murfreesboro office.

As an Experience Coordinator, you will play a crucial role in delivering exceptional client care. You will support a specified set of Relationship Managers, building strong, personal relationships with their clients. Your responsibilities will include providing administrative support, managing client outcomes, and contributing to the tax department’s success. At Blankenship, you will find a People First culture and wonderful clients to serve.

This role can be tailored to align with the right candidate's experiences and specialties.

Key responsibilities include:

Key Responsibilities:

  • Client Relationship Support:
    • Serve as a primary point of contact for clients, handling inquiries and requests promptly and professionally.
    • Maintain accurate and up-to-date client contact information.
    • Contribute to client retention efforts by addressing concerns and providing excellent service.
    • Provide administrative support to Relationship Managers, including scheduling meetings, managing calendars, and coordinating client onboarding/offboarding.
  • Tax Department Support:
    • Assist with tax preparation, processing, and document management.
    • Manage tax workflow activities and prioritize client and team assignments.
    • Ensure accurate and timely completion of individual tax returns.
  • Client Experience:
    • Maintain a welcoming office environment, including managing conference room schedules and guest hospitality.
    • Assist with internal event planning and execution.