---
title: 'Client Success & Administrative Coordinator  | Tax & Accounting Firm at Assist World'
canonical: 'https://feeny.ai/job/client-success-administrative-coordinator-tax-accounting-firm-assist-world-5kfb786smpqd'
type: 'job'
last_seen: '2026-09-13'
---

# Client Success & Administrative Coordinator  | Tax & Accounting Firm at Assist World

- **Company:** Assist World
- **Location:** South Africa
- **Employment:** part-time
- **Work type:** remote
- **Posted:** 2026-06-24
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.lever.co/assist-world/49f4a277-f9fb-4555-be35-8dd5d4e03c12

## Job description

Position Overview

Our client is seeking a highly organized, client-focused, and empathetic Client Success and Administrative Coordinator to serve as the primary point of contact for prospective and existing clients. This role combines client communications, discovery call management, administrative support, and light sales responsibilities within a growing accounting and tax firm.

The ideal candidate will have prior experience in the accounting, bookkeeping, tax, or financial services industry and possess exceptional customer service skills. They must be comfortable handling client inquiries, conducting discovery calls, managing communications across multiple channels, and supporting internal administrative initiatives.

## Key Responsibilities

Client Communications and Relationship Management

- Serve as the first point of contact for clients via phone, email, CRM, and client portals.
- Manage inbound and outbound client communications.
- Respond to client inquiries professionally and promptly.
- Provide excellent customer service while demonstrating empathy, patience, and professionalism.
- Follow up with clients regarding outstanding requests, documentation, and open invoices.

Discovery Calls and Lead Qualification

- Conduct discovery calls with prospective clients.
- Identify client needs and determine appropriate services.
- Answer basic accounting and tax-related questions.
- Qualify leads and schedule strategy sessions when appropriate.
- Maintain detailed notes and records within the CRM.

Administrative Support

- Coordinate client onboarding processes.
- Update and maintain CRM records.
- Assist with documentation, workflows, and standard operating procedures (SOPs).
- Support administrative projects and operational improvements.
- Help implement updates related to the firm's expansion into North Carolina.

Client Outreach and Engagement

- Conduct warm outreach to existing leads and prospects already within the firm's ecosystem.
- Follow up on inquiries generated through marketing channels and social media funnels.
- Re-engage inactive leads and clients.
- Support client retention and relationship-building initiatives.

Billing and Reporting Support

- Assist with client invoicing through QuickBooks.
- Provide basic client reports upon request.
- Track and follow up on unpaid invoices.

Required Qualifications

Must-Have Experience

- Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role.
- Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment.
- Basic understanding of:
- Tax preparation
- Accounting principles
- Bookkeeping concepts
- Small business financial operations
- Strong verbal and written communication skills.
- Experience handling client calls and customer service interactions.

Technical Skills

- Microsoft Outlook
- Microsoft Teams
- Microsoft 365 Suite
- CRM systems
- QuickBooks (or willingness to learn quickly)

## Preferred Experience

- Experience with tax or accounting firm CRMs (TaxDome or similar platforms).
- Client onboarding experience.
- Lead qualification and discovery call experience.
- Experience supporting professional service firms.

Soft Skills and Personal Attributes

The ideal candidate will be:

- Compassionate and empathetic
- Patient and attentive
- Highly organized
- Detail-oriented
- Professional and trustworthy
- Comfortable discussing financial matters with clients
- Proactive and resourceful
- Able to balance customer service with business development objectives

Sales and Business Development Exposure

While this is not a dedicated sales role, the candidate should be comfortable:

- Discussing firm services with prospective clients
- Identifying client needs
- Guiding prospects toward appropriate solutions
- Converting qualified inquiries into booked appointments or strategy sessions
- Communicating naturally without sounding overly scripted

Success Measures

Success in this role will be measured by:

- Client satisfaction and responsiveness
- Discovery call effectiveness
- Timely client onboarding
- CRM accuracy and organization
- Reduction in outstanding client communications
- Follow-up completion rates
- Overall quality of customer service experience

Ideal Candidate Profile

A seasoned virtual assistant, client success coordinator, or administrative professional with accounting or tax industry experience who genuinely enjoys helping people, can confidently discuss basic tax and accounting matters, and excels at building strong client relationships while supporting business operations.

Why Join Assist World?

## 100% REMOTE

$50 birthday bonus

$200 testimonial bonus

$500 entry monthly raffle

## NO TRACKER. NO PROBLEM

## About Assist World

## Company Overview
- **One-liner**: Assist World is a virtual assistant staffing and outsourcing company that matches businesses with vetted remote talent across administrative, sales, customer service, and industry-specific roles.
- **Entity Type**: Private (Bootstrapped)
- **Headquarters**: Las Vegas, Nevada, United States
- **Founded**: 2022
- **Founders**: Cohen Chorabik (CEO & Co-Founder)

## Core Business
- **Primary industry**: Staffing and Recruiting / Virtual Assistant Services
- **Target customers**: B2B — small to medium-sized businesses, real estate firms, legal practices, healthcare providers, e-commerce brands, and growing companies seeking cost-effective, flexible remote support.
- **Mission or purpose statement**: To help businesses build and manage high-performing remote teams without the cost of traditional hiring, saving clients up to 50–70% compared to local hiring.

## Products & Services
- **Virtual Executive Assistant**: AI-powered administrative support including email and calendar management, scheduling, and research.
- **Virtual Administrative Assistant**: General administrative support, data entry, and office management.
- **Accounting Virtual Assistant**: Bookkeeping, payroll, tax support, and financial reporting (expertise in QBO, Ramp & Gust).
- **Customer Support Representative**: Multi-channel customer service, helpdesk management, and client communication.
- **Industry-Specific Assistants**: Specialized roles for Real Estate (lead generation, CRM, marketing), Legal (research, document review, contract management), Healthcare (medical administration), and E-commerce (product listings, SEO, customer service).
- **Social Media & Marketing Manager**: Content creation, audience engagement, ad campaign support, and brand growth.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Total Funding — Not disclosed (appears bootstrapped)
- **Notable Investors/Partners**: No major institutional investors identified; operates as a privately held, self-funded entity.
- **Growth Signals**:
  - Headcount grew **247.1% year-over-year** to 39 employees (as of 2026).
  - LinkedIn followers grew **122.2% year-over-year** to ~38,196.
  - Active job postings increased **100% quarter-over-quarter** and **33.3% year-over-year**.
  - Workforce distributed across 9 countries (South Africa, Philippines, United Kingdom, United States, Kenya, Ecuador, Colombia, Canada, Iran).
  - Claims a network of **5,000+ pre-vetted professionals** and a client base across multiple industries.

## Competitive Advantages
- **Cost efficiency**: Clients save 50–70% compared to local hiring, with flexible part-time or full-time engagements and no long-term lock-in contracts.
- **Speed of hiring**: Discovery call to candidate match within 24–48 hours; faster than traditional agencies.
- **Quality of talent**: Only the top 0.5% of applicants are accepted; rigorous vetting process with strong English fluency and timezone alignment.
- **Full-service support**: Dedicated account manager, management dashboard, and 100% satisfaction guarantee (rematch or refund).
- **Global talent pool**: Access to diverse, vetted professionals across time zones, enabling 24/7 coverage.

## Strategic Focus
- **Scale and diversify**: Expanding industry-specific verticals (real estate, legal, healthcare, e-commerce) to capture more niche demand.
- **Technology integration**: Leveraging AI-powered tools (e.g., for executive research and accounting) to enhance assistant productivity and client value.
- **Talent pipeline**: Continuously recruiting top-tier virtual assistants globally, with an emphasis on English fluency, reliability, and U.S. timezone compatibility.
- **Client retention**: Investing in account management and flexible staffing to reduce churn and build long-term partnerships.

## Why Work Here
- **100% remote work**: All roles are fully remote, offering maximum flexibility for global talent.
- **Performance-based compensation**: Pay structures reflect experience, skills, and impact, with biannual bonuses and monthly raffles.
- **Growth opportunities**: Work with high-caliber clients across industries; receive feedback and mentorship to develop professionally.
- **Supportive culture**: Emphasis on transparency, communication, and collaboration — "You’re never just a number."
- **Flexible scheduling**: Part-time (54%) and full-time (45%) options available; ability to align with client time zones (especially U.S. hours).
- **Ideal for**: Organized, proactive, detail-oriented individuals fluent in English, comfortable with Google Workspace, Zoom, Slack, and eager to deliver excellence.

## Sources
1. [assistworld.com](https://assistworld.com/)
2. [jobs.lever.co/assist-world](https://jobs.lever.co/assist-world)
3. [assistworld.com/careers](https://assistworld.com/careers/)
4. [linkedin.com/company/assistworld](https://www.linkedin.com/company/assistworld)
5. [tryremotely.com/company/assist-world](https://tryremotely.com/company/assist-world)

## Other roles at Assist World

- [Executive Assistant](https://feeny.ai/job/executive-assistant-assist-world-south-africa-dcyg1h6pht5e) — South Africa
- [Marketing & Lead Generation Virtual Assistant](https://feeny.ai/job/marketing-lead-generation-virtual-assistant-assist-world-south-africa-t707qt5bjtwa) — South Africa
- [Estimating & Operations Assistant](https://feeny.ai/job/estimating-operations-assistant-assist-world-philippines-3q3gckhz40cd) — Philippines
- [Logistics Coordinator – CPG & Manufacturing](https://feeny.ai/job/logistics-coordinator-cpg-manufacturing-assist-world-south-africa-cynq4hww0n17) — South Africa
- [Senior Direct Editor & Ad Designer](https://feeny.ai/job/senior-direct-editor-ad-designer-assist-world-colombia-xc2cj7ydxr3w) — Colombia
- [Social Media & PR Support](https://feeny.ai/job/social-media-pr-support-assist-world-philippines-51wjsx9bt8q5) — Philippines
- [Executive Assistant - Operations Manager Trainee](https://feeny.ai/job/executive-assistant-operations-manager-trainee-assist-world-united-kingdom-jf8nvk75dmxw) — United Kingdom
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- [Customer Support & Virtual Assistant](https://feeny.ai/job/customer-support-virtual-assistant-assist-world-philippines-0na6z9n55zcd) — Philippines