Client Onboarding Coordinator 

Location: Frisco TX | Type: Full-Time | Industry: CPA / Accounting Firm This is NOT a remote position at this time. This position is in-person in our Frisco TX office.

About Us 

Hensley CPA Firm PA is a fast-growing, forward-thinking accounting firm dedicated to providing top-tier financial services with a personal touch. We work with small businesses, entrepreneurs, and nonprofits across the U.S., offering customized accounting, payroll, and advisory solutions. We're passionate about helping our clients succeed and that starts with a smooth and professional onboarding experience. 

About the Role 

We are looking for a proactive, organized, and client-focused Client Onboarding Coordinator to join our team. This person will be the first point of contact for new clients and play a critical role in ensuring a seamless, welcoming transition into our services. The ideal candidate is detail-oriented, tech-savvy, and thrives in a fast-paced, team-centered environment. In addition to onboarding responsibilities, this role will provide occasional executive assistant support to the firm owner. 

Key Responsibilities 

• Serve as the main liaison for new clients during the onboarding process 
• Coordinate internal kick-off meetings and assign onboarding tasks to internal departments 
• Send engagement letters and collect necessary documentation (bank info, login credentials, previous records, etc.) 
• Set up clients in firm systems  
• Maintain and update internal onboarding tracker and client status dashboards 
• Communicate expectations clearly to clients and ensure timely follow-ups 
• Work closely with accounting and tax teams to ensure a smooth hand-off post-onboarding 
• Identify and flag potential roadblocks early, proposing solutions to keep things moving 
• Maintain high levels of professionalism and client satisfaction throughout the process 
• Provide executive assistant support to the firm owner, including managing her calendar, organizing emails, and handling other administrative or scheduling tasks as needed 

Qualifications 

• 2+ years experience in a client service, administrative, or onboarding role (experience in a professional services or accounting firm is a plus) 
• Strong project coordination and time management skills 
• Excellent written and verbal communication 
• Comfortable with technology, including cloud-based tools and software apps 
• Self-starter who thrives in a robust work environment 
• High attention to detail and ability to juggle multiple projects and deadlines 
• Friendly, client-first mindset 

Why Join Us? 

• Paid Time Off (PTO): Generous vacation days, sick leave, and personal days.   
• Retirement Plans: 401k benefit with up to a 5% company match - ROTH option available - eligible 1st Quarter entrance date after 6 months of employment  
• Health, Vision & Dental benefits available for full-time employee's after 90 days employment.
• Competitive Salary: A fair and competitive wage based on market rates with a biweekly pay schedule with direct deposit  
• Bonuses: Quarterly Bonus Structure available after 6 months of employment  
• Tuition Reimbursement: Help with continuing education or skill development costs.  
• Professional Development: Opportunities for training, certifications, or further education.  
• Conferences and Workshops: Support for attending industry events to develop skills and network.  
• Positive Work Environment: A collaborative, inclusive, and supportive workplace culture.  
• Referral bonus: 10% of Year 1 revenue of new clients referred 
• Employee Recognition Programs: Awards or incentives for good performance.  
• Office Perks: Free snacks, drinks, coffee, meals  
• Company Reputation: Working for a stable, reputable company with strong leadership.  
• Sustainability Initiatives: Working for a company committed to environmental and social causes.