Play a Key Role in Delivering Exceptional Client Services

Vrakas CPAs + Advisors is seeking a highly organized, detail-oriented, and client-focused Client Services Coordinator to support our tax professionals in our Brookfield office.

This role serves as a central point of coordination throughout the tax engagement lifecycle, managing client communication, tracking deliverables, and ensuring workflows stay on track. Functioning similarly to a project coordinator, this position allows our tax professionals to focus on high-level advisory work while ensuring clients receive timely, accurate, and professional service. The ideal candidate is a proactive communicator who thrives in a fast-paced environment, enjoys managing multiple priorities, and takes pride in delivering a high-quality client experience. This role plays a key part during our busy season (January–April), when priorities move quickly. Additional hours may be required. Outside of peak season, workloads are more predictable.

Why This Role Stands Out

Be a key partner to tax professionals and firm leadership
Gain exposure to public accounting operations and client workflows
Play a meaningful role in delivering a high-quality client experience
Work in a collaborative, team-oriented environment where your contributions are visible and valued

Responsibilities

Client Communication & Relationship Support

Serve as a primary point of contact for administrative and engagement-related client communication
Proactively communicate with clients regarding missing documentation, timelines, and next steps
Deliver a high-touch, professional client experience through clear and timely communication
Escalate technical or strategic matters to the appropriate tax professionals

Engagement & Project Coordination

Ensure tax engagements progress efficiently from intake through completion
Maintain accurate status tracking and organized workflows across multiple engagements
Monitor deadlines and follow up proactively to keep work on track
Identify opportunities to improve communication and workflow efficiency

Document Management & Organization

Oversee the secure intake, organization, and tracking of client documents
Ensure documentation is complete, properly labeled, and accessible to the team
Maintain accurate records within tax and document management systems

Shareholder & Team Support

Act as a trusted support resource for tax shareholders and team members
Anticipate client needs and address potential issues proactively
Assist with billing and administrative tasks as needed
Uphold firm and client confidentiality at all times

Preferred Qualifications

2–5+ years of administrative, client service, or professional services experience (public accounting or tax experience preferred)
Strong organizational skills with exceptional attention to detail
Ability to manage multiple priorities and deadlines in a fast-paced environment
Excellent written and verbal communication skills
Professional demeanor and confidence when interacting with clients
High level of discretion and integrity
Advanced proficiency in Microsoft Office; ability to learn firm systems quickly
Experience working across multiple professional services systems (tax, document management, CRM, portals)

What Success Looks Like in This Role

Clients feel well-informed, supported, and confident in the firm’s process
Tax Shareholders are able to focus on strategy and advisory work
Engagements move efficiently with minimal last-minute issues
Client information is complete, accurate, and well-organized
Communication is proactive, professional, and consistent

Why Vrakas?

We’re proud of our supportive, people-first culture where your voice matters. You’ll collaborate with a team of experienced professionals and leaders who are deeply committed to their clients and craft, while playing a key role in strengthening client relationships. We offer meaningful opportunities to influence strategy, contribute to firm growth, and make a lasting impact.

With competitive pay, a strong 401(k) and profit-sharing plan, comprehensive benefits, and generous paid time off, there’s no shortage of reasons to jump aboard. Visit our Culture & Benefits page for more details.

At Vrakas, we are proud to be fiercely independent in our mission to stand tall as one of the largest locally owned CPA firms in the Midwest.

Brookfield Office: 445 S. Moorland Road, Suite 400, Brookfield, WI 53005

Vrakas CPAs + Advisors does not accept unsolicited resumes from third-party recruiters or agencies. Please note that Vrakas is not responsible for any fees related to unsolicited submissions. All unsolicited resumes will become the property of Vrakas CPAs + Advisors.