Current Opportunities

Client & Engagement Support Coordinator (CAAS)

Your Journey to Success Starts Here

If you want to be an important part of a team and make an impact in business or the community, SST Accountants & Consultants is your place. Each year, we select new team members for growth, not attrition, and your work makes a difference from day one on the job. Our philosophy is to hire and retain associates that develop the knowledge and experience to become future leaders of the firm.

SST Accountants & Consultants has a 25-year history of providing attractive opportunities for tax, audit, and consulting professionals. From offices in North Dallas and Arlington, Texas, our not not-too-big, not-too-small firm serves clients across the nation. We specialize in accounting and consulting for nonprofit organizations and career schools & colleges, yet also serve a diverse clientele of businesses and individuals.

Job Summary

SST is seeking a Client & Engagement Support Coordinator for our CAAS department in the Dallas area.

We are seeking a detail-oriented and proactive Client & Engagement Support Coordinator to support our Client Accounting & Advisory Services (CAAS) team. This role plays a key part in client engagement administration, project coordination, and day-to-day office support. The ideal candidate thrives in a professional services environment, enjoys working with multiple teams, and is comfortable juggling priorities while delivering excellent client service.

Job
Details

Pay Range

$23-$26 per hour

Requirements & Qualifications

 

Key Responsibilities

Client & Engagement Support

  • Prepare and manage CAAS engagement letters, client proposals, and related documentation.
  • Assist with onboarding new CAAS clients, including setup in firm management and other internal systems.
  • Create, maintain, and track project tasks using Asana or similar project management tools.
  • Monitor billing schedules and support invoice preparation and processing.

Department & Project Coordination

  • Provide administrative and technical support, including monitoring shared inboxes and ensuring timely follow-up.
  • Track engagement deliverables, timelines, and project status across multiple CAAS engagements.
  • Coordinate onboarding logistics and training schedules for new CAAS team members.
  • Maintain internal documentation and assist with process improvements.

Team Communication & Reporting

  • Serve as a point of contact for administrative questions from clients and internal team members.
  • Collaborate with the CAAS team, firm administration, and Partners to support department priorities.
  • Assist with internal reports, presentations, and departmental updates.
  • Participate in department meetings as requested.

Administrative & Office Support

  • Greet clients and provide a professional, welcoming experience.
  • Manage incoming and outgoing mail, courier deliveries, and document distribution.
  • Answer phone calls, route inquiries, and support both clients and internal teams.
  • Assist with general office organization and upkeep.
  • Cross-train in other departments to provide coverage during peak periods or employee PTO.
  • Perform additional duties as assigned.

Qualifications

Education & Experience

  • Associate degree or equivalent professional experience.
  • Prior administrative experience in a professional services environment; CPA firm experience is a plus.
  • Experience with billing, scheduling, or project coordination preferred.

Skills & Competencies

  • Proficiency in Microsoft 365 (Word, Excel, Outlook) and Adobe Acrobat.
  • Experience with firm management software (e.g., CCH Axcess, Firm360, Practice CS) and project management tools such as Asana is a plus.
  • Strong organizational skills with exceptional attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple priorities independently and meet deadlines.
  • Tech-savvy, adaptable, and eager to learn new systems and processes.

Seize an Opportunity

We’re not just looking for bodies to fill chairs. We’re looking for people who care about using their accounting education to grow with us, and have a rewarding career and lifestyle.