Client Success Coordinator - Tax & Office Operations

Rea & Associates, Inc.; Medina Province; On-site; SAR 120,000 - 180,000; Full time

Benefits offered by this job

Health Care Plan

Retirement Plan

Life Insurance

Family Leave

Disability Insurance

Training & Development

Wellness Resources

4 weeks PTO

12 paid holidays

Job summary

Rea & Associates, Inc. is seeking a Client Success Coordinator-FEB to support daily office operations, assist with tax return processing, and manage front desk responsibilities with professionalism and discretion.

The role requires experience in professional office settings, solid communication, and strong organizational skills. You will handle document workflows in GoFileRoom and related platforms, ensuring confidentiality and timely service for clients and staff.

Qualifications

• High school diploma or equivalent required; CPA firm experience is a plus.
• 3–5 years of experience in a professional office environment.
• Experience with tax and document management workflows is preferred.

Responsibilities

• Provide front desk coverage and greet visitors, callers, and staff.
• Process tax returns and manage electronic filing using firm software.
• Maintain client confidentiality and secure handling of sensitive information.
• Update client records in CRM and document management systems.
• Support office logistics, supplies, and meeting coordination.
• Assist in planning staff events and firmwide activities.

Skills

Microsoft Office

Customer service

Communication

Organization

Multitasking

Professionalism

Education

High school diploma or equivalent

Tools

GoFileRoom

Firmflow

CCH Axcess Tax

Scan & Autoflow

Safesend

Suralink

Robin

Chrome River

Star

Job description

Rea & Associates, Inc. is seeking a Client Success Coordinator-FEB to support daily office operations, assist with tax return processing, and manage front desk responsibilities with professionalism and discretion.

The role requires experience in professional office settings, solid communication, and strong organizational skills. You will handle document workflows in GoFileRoom and related platforms, ensuring confidentiality and timely service for clients and staff.