Client Service Coordinator - A&A

Founded in 1983, WilkinGuttenplan (“WG”) is a leading accounting and advisory firm in New Jersey and New York City. The Firm mainly serves high-net worth individuals, closely-held and middle market businesses and their owners in a multitude of industries including real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. **Position Overview** WG is seeking an Client Service Coordinator to serve as the operational backbone of the Accounting & Assurance (A&A) department. This role is specifically focused on engagement coordination and operational support - ensuring the seamless preparation, movement, and completion of client engagements by owning workflow systems, managing client document intake, coordinating with engagement teams, and providing targeted workflow support to our A&A team. The ideal candidate brings direct experience working in or alongside a public accounting firm, understands the audit engagement lifecycle, and is highly proficient with workflow and engagement management tools. The Client Service Coordinator is a proactive, detail-driven professional who takes ownership of keeping engagements moving, clients responsive, and the team focused on billable work. **Key Responsibilities** **Engagement Workflow Coordination** - Monitor Suralink continuously to ensure timely movement of client engagements through each phase of the workflow. - Roll forward client request lists within Suralink for recurring and annual engagements. - Follow up with clients regarding pending documentation, outstanding items, and information requests. - Pull relevant documents and reports from client portals (GL systems, RCM systems, banking portals, TPA and payroll portals, proprietary systems) for use in A&A engagements. - Confirm completeness and readiness of key documents upon receipt, including: Trial Balance and General Ledger, Budget, AR/AP Aging, bank statements, and all other required engagement documentation. - Route completed engagement packages to fieldwork queues and notify appropriate team members when engagements are ready to begin. - Escalate stalled or delayed document requests to the appropriate Manager or Partner with sufficient lead time. **CCH Axcess Engagement Management** - Perform CCH Binder rollforwards for recurring engagements across the A&A portfolio. - Manually import Trial Balances into CCH engagement software as needed. - Assist with maintaining engagement documentation and ensuring workflow accuracy throughout the engagement lifecycle. - Support overall CCH Axcess engagement setup, organization, and closeout procedures. - Assist with Guided Risk Assessment (GRA) setup and Guided Assurance procedures under the direction of engagement managers. **Other Miscellaneous Administrative & Department Support** - Run and distribute tracking and status reports on a scheduled and ad hoc basis. - Follow up on outstanding accounts receivable and billing items on behalf of the engagement team. - Update and maintain documents in GFR and other internal document management systems. - Support and maintain the A&A department pipeline in HubSpot, ensuring records are accurate and up to date through collaborations with Marketing department. - Support and maintain the proposal process for A&A department; assist with collaboration with marketing team in preparing proposals, as directed by Partners and Managers. - Provide general administrative support to the A&A / Commercial Partners and Managers. - Provide backup support to administrative staff firm-wide during peak periods, deadlines, or coverage needs. **Cross-Functional Coordination** - Serve as a liaison between the A&A engagement team and the Resource Management team to communicate engage…