Client Coordinator - First Neighbor Bank

Step into your career at First Neighbor Bank as a Full-Time Client Coordinator at First Neighbor Tax & Accounting in Charleston!

First Neighbor Bank: Our Mission

First Neighbor Bank is an employee-owned, community-oriented company that offers a fun, family-focused atmosphere, great company culture and an excellent benefits package!

Your day as a Client Coordinator

As a Client Coordinator at First Neighbor Tax & Accounting, you will be the welcoming face of our organization, serving as the first point of contact for clients in the reception area! Your role will include answering phone calls, scheduling appointments, and efficiently processing client payment deposits. During the tax season, you'll showcase your exceptional organizational skills by assisting accountants with obtaining client signatures on tax returns and e-filing returns. You'll take pride in preparing client payrolls accurately and on time, while also managing payroll taxes and filing quarterly tax returns. In addition, you will handle the reconciliation of bank accounts and the preparation of sales tax returns, 1099s, and W-2s, ensuring everything is completed accurately and promptly.

What matters most

To excel as a Client Coordinator at First Neighbor Tax & Accounting, you'll need a unique blend of skills that showcase your friendly demeanor and attention to detail. Strong interpersonal communication skills are essential, as you will be the first point of contact for clients, creating a warm and welcoming environment. Attention to detail is crucial for accurate processing of payrolls, tax returns, and reconciliations, ensuring each task is completed flawlessly.

Additionally, being organized and efficient will help you effectively schedule appointments, manage phone calls, and handle multiple tasks simultaneously. If you have a passion for customer service and a desire to develop your accounting knowledge in a fast-paced, supportive setting, this role is perfect for you!

Ready to join our team?

So, what do you think? If this sounds like the right position for you, go ahead and apply. Good luck!

equal employment opportunity employer

First Neighbor Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors