Hello Client Services Coordinator, 

If you’re looking for an opening for a Client Services Coordinator Job in Philadelphia, then you may be interested to know our Founder, Kevin Niedoba, CPA. He started his accounting practice 35 years ago to establish a:

• True work/life balance environment - As long as your due dates are met, we are truly flexible on when the work gets done and from where (remote)
• Portfolio of interesting and diverse clients so you can master your craft
• Self-guided and collaborative professional development 
• Unparalleled job security with long-time clients and YoY (year over year) growth 
• Fast track path to you becoming Partner 

TESTIMONIAL

It may interest you to hear what one of our recently recruited teammates has to say about working with NB Advisors…

“Coming from a big 4 and national/regional firm background, I was a bit concerned about my career advancement at NB. But the diverse client base made for extraordinary opportunities for professional growth and development in applying my craft.”

– Daniel R. Jozwiak, CPA | Senior Tax Manager at NB Advisors 

YOUR SCORE CARD (core responsibilities)

• Coordinate with your clients to provide all necessary documentation to start projects on schedule
• Provide exceptional customer service to your clients 
• Support your professional staff team (Tax Manager, Accountant, etc)
• Delivering due dates on time and at/or under budget 

YOUR SKILLS

• Advanced Skills with Microsoft Suite of Applications & Adobe 
• Consistent ability to pay close attention to detail and communicate with clients and team members
• Ability to work consistently 
• A plus, prior experience with QuickBooks, Xero, Foundation, Mark Systems, Sage, and Thomson Reuters
• A positive is 2-4 yrs of recent experience in accounting and tax with a Public CPA firm
• A positive is Bachelor’s Degree in Business or Communications
• No formal qualifications required

WHO WE SERVE

• Closely held businesses with $2M to $50M operating revenue 
• Business owners with take home between $300k to $10M per year 
• Open-minded and entrepreneurial clients we enjoy working with

YOUR SKILLS

• Coordinate with clients to obtain information and answers to complete client projects
• Maintain internal systems to document project status updates.
• Support the CPA team with obtaining information and answers as needed to help complete client engagements.
• Monitor workflow to ensure projects are able to be completed by appropriate deadlines.
• Field client inquiries and routes them to the appropriate team member.
• Follow up with clients on obtaining approvals and or client collections.
• Actively participate in the continuous improvement process of the firm.
• Development and execution of basic accounting skills.

TOP 5 BENEFITS OF WORKING WITH US

1. Interesting Work. The ability to do interesting work with businesses and purposefully impact their bottom line. 
2. Innovation. The ability to step up and innovate will always be encouraged by Partners. 
3. No Toiling. If your work is done, go enjoy life. No one needs you to make a day or make a week, pretending to be busy.
4. Only Golden Clients. Our bar for client selection is very high and we will not hesitate to fire a client that has an excessively difficult personality. We want to work with people that we like to work with.
5. Admin Support. We have a dedicated admin team that acts as "de facto" personal assistants for our professional accounting team. We strongly encourage delegation to our client services team. "If the task does not require your level of skill to do it, then delegate it".

COMPENSATION

• $46,800 base salary (higher starting rate available based on skills and experience)
• Full health insurance benefits
• 3% 401K match 
• Professional development allowance
• Comp time
• Paid time off including three-day weekends June through August

Thank you for applying; we look forward to hearing from you.