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Meilinger CPA Advisors to the 1%℠ provided pay range

This range is provided by Meilinger CPA Advisors to the 1%℠. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $80,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Meilinger CPA Advisors to the 1%℠

I help individuals and teams become impactful leaders through values-based development, people-first recruiting, and a servant-hearted approach to…

Client Accounts Coordinator

Department: Administrative Team

Employment Type: Full-Time

Compensation: $75,000-80,000 annually + quarterly bonus opportunities

About Meilinger CPA Advisors

Meilinger CPA Advisors to the 1% is a high-end advisory and tax firm serving high-net-worth individuals and their closely held businesses. We deliver tailored financial guidance with an emphasis on white-glove service, discretion, and long-term strategy. Our mission is to simplify complexity for our clients, allowing them to focus on what matters most while we proactively manage their financial and compliance needs behind the scenes. We pride ourselves on being forward-thinking, relationship-driven, and unwavering in our commitment to excellence.

Position Overview

As a key member of our Administrative staff, the Client Accounts Coordinator will manage a wide range of internal financial processes, including billing, accounts receivable (AR). This position is client-facing and will play a crucial role in ensuring smooth, accurate, and timely invoicing and payment collection while upholding our standard of professional service. This role requires an individual who is confident working with accounting tools and systems, particularly Monday & Harvest, and who thrives in a team-oriented, detail-focused environment. You'll collaborate cross-functionally with our client service and operations teams and maintain direct communication with clients regarding their financial accounts. This will be an in-office position with the option of working remotely one day per week.

Key Responsibilities

• Manage and execute the full client billing lifecycle with accuracy and timeliness
• Process accounts receivable, including invoice creation, and reconciliations
• Communicate directly with clients regarding account balances, billing questions, payment reminders, and auto payment setup.
• Monitor outstanding balances and ensure timely collection of payments
• Use Monday.com and Harvest to track projects, billable hours, and task progress
• Enter and manage client billing data in financial platforms
• Support monthly, quarterly, and year-end client retainer balance reconciliations
• Partner with internal teams to align billing and project timelines
• Refer to client engagement letters for invoicing.

Qualifications

• Minimum 3 years of experience in billing, AR, or financial administration
• Bachelor's degree preferred (Accounting, Finance, or related field)
• Experience in public accounting or professional services industry preferred.
• High attention to detail and accuracy in financial documentation
• Comfortable with client communication and problem-solving
• Experience using Monday.com and Harvest, or ability to learn quickly
• Proficient in Microsoft Excel and Office Suite
• $75,000-80,000 annual salary with eligibility for quarterly bonuses under Meilinger's Short-Term Incentive Plan
• 40-hour workweeks year-round—no extended tax season hours
• 20 paid time off (PTO) days annually
• 9 paid company holidays
• 401(k) plan with 3% company match
• Long-term and short-term disability coverage
• A collaborative, respectful workplace that values balance and accountability

Who You Are

• A motivated administrative professional with a financial mindset
• Skilled in managing client relationships with diplomacy and follow-through
• A systems thinker who embraces modern tools and technology
• Focused, reliable, and able to meet deadlines with minimal oversight
• Ability to take initiative and be intuitive in making billing decisions.
• Ready to contribute to a team that values integrity, discretion, and performance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Administrative, and Customer Service

• Industries

  Accounting, Professional Services, and Financial Services

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Inferred from the description for this job

Medical insurance

401(k)

Disability insurance

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