Jacobson Lawrence & Company home page

Client Excellence Coordinator

#La Verne, CA

Job Description

As part of our operations team, you will serve as an important part of our organization. You will provide high-quality service by assisting the tax and accounting department members with organizing client information and responding to and anticipating client service requests so we can better service our clients and continue to provide the high-quality work that we are known for. Coordinators will work both internally with our accountants and externally with clients and will be given the responsibility to learn the cadence and expectations of the service level we need to provide. The ability to think independently, take initiative, and perform the duties with a high degree of accuracy is essential to succeeding in this role.

Duties will include, but are not limited to:


Due to the nature of our business, we do experience periods of peak workload, typically from January to April 15th and September to October 15th, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s).

Apply Now

Let's Get To Work

We’re here to help every step of the way. Contact us today to discuss how our personalized attention and industry-specific solutions help you maximize your potential.

Get in Touch