About the Role Kim Bey & Associates, a boutique tax advisory firm in Clearwater, is hiring a Client Success Coordinator & Executive Support to manage client onboarding, CRM/lead follow-up, project tracking, scheduling, and marketing coordination as the firm scales. You'll work directly with the firm's founder and CPA as a true right hand — someone who takes initiative wherever it's needed to keep the firm moving and free up leadership's time to focus on growth. Responsibilities Follow up on leads in GoHighLevel (GHL); call prospective clients and schedule Discovery Calls Coordinate new-client onboarding: engagement documents, portal setup, document requests Track projects, deadlines, and outstanding action items to keep work moving Manage calendars, appointments, and client communications Answer incoming phone calls and route client inquiries (call volume is currently light) Maintain CRM records and keep workflows organized and current Coordinate social media posting (LinkedIn, Facebook, Instagram) Support Facebook/Meta advertising and other marketing initiatives Help build and improve administrative systems as the firm grows Take on special projects and shifting priorities as needed — this role will evolve as the firm scales Qualifications 2+ years in an administrative, executive support, client success, or coordinator role Experience with CRM systems (GoHighLevel a strong plus) Comfortable making outbound and answering inbound calls Strong organizational skills and follow-through with minimal supervision Adaptable and resourceful — comfortable picking up new responsibilities as the role grows Experience with client onboarding, project tracking, social media, or professional-services administration a plus Why Join Us Kim Bey & Associates is a growing tax advisory firm building toward national recognition. This is a ground-floor opportunity to work directly with the founder, grow with the firm, take on more responsibility as we scale, and be rewarded through performance-based bonus opportunities as you help drive results.

Pay:

$50,000.00 - $60,000.00 per year

Benefits:

Health insurance Paid time off Professional development assistance Referral program

Experience:

GoHighLevel or CRM:

1 year (Preferred) Client Success role: 1 year (Preferred)

Work Location:

In person