Project Coordinator – Cost Segregation, Real Estate

Hall CPA PLLC

. Manage the project pipeline from initial intake through final delivery .

Posted 11/11/2026full-timeRemote • United StatesJuniorMid-Level💰 $52,000 - $62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project coordination and client service within professional services, ensuring timely project delivery and high client satisfaction. Proficient in managing project lifecycles, maintaining accurate records, and utilizing CRM and project management tools effectively.

Highest-signal resume keywords

Project CoordinationClient ServiceGoogle Workspace ProficiencyAttention to DetailCRM Tools Mastery

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementProposal PreparationDocumentation CoordinationSOP DevelopmentMilestone Tracking

Soft Skills

Strong Communication SkillsHigh Attention to DetailDiscretion with Financial Data

Tools & Technologies

Google WorkspaceClickUpHubSpotAI-Driven Productivity Tools

Industry Keywords

Professional ServicesReal EstateTitleAccounting

About the role

Key responsibilities & impact

Manage the project pipeline from initial intake through final delivery
Serve as the primary point of contact for clients
Prepare proposals and coordinate documentation
Deliver clear client status updates
Own the project lifecycle from signed agreement to final delivery
Prioritize incoming work and maintain schedules
Coordinate property inspections with clients and field team members
Track milestones for handoff to billing
Develop and refine SOPs, templates, and checklists
Maintain real-time accuracy in CRM and project management tools
Safeguard confidential client information
Drive project timeliness and velocity
Maintain accurate and complete project records and milestones
Achieve strong client satisfaction and stakeholder feedback on communication

Requirements

What you’ll need

2+ years of experience in project coordination, client service, or operations within a professional services environment
Strong written and verbal communication skills
High attention to detail
Discretion with financial data
Demonstrated proficiency with Google Workspace
Aptitude for mastering workflow and CRM tools quickly
Preferred: background in real estate, title, or accounting firms
Preferred: hands-on experience with ClickUp, HubSpot, or AI-driven productivity tools
Must maintain a professional remote setup with a clean background and no noise or distractions
Business casual attire for client interactions
Must be authorized to work in the United States
Role must be performed from within the United States

Benefits

Comp & perks

Flexible unlimited time off
Work-life integration
Flexible remote work
Laptop provided
Annual $500 tech reimbursement for computer/tech accessories
Continuous professional growth investment
High-trust, results-driven culture rooted in ownership
Bonus offered