CAAS Operations Coordinator

ATKG; San Antonio (TX); In loco; USD 52.000 - 76.000; Tempo pieno

Vantaggi offerti da questo lavoro

Vision/Dental/Medical benefits

Generous PTO

401k matching

Team events & activities

Career & growth opportunities

Descrizione del lavoro

ATKG is seeking a CAAS Operations Coordinator in San Antonio to orchestrate onboarding, engagement administration, and client services across practice management and CRM systems. You will help manage workflows, schedules, budgets, and departmental reporting while ensuring accuracy and timely delivery.

The role focuses on facilitating client transitions, coordinating resources, and supporting leaders with real-time metrics and 1099 processing. Local travel may be required.

Competenze

• Associate degree or equivalent combination of education and relevant work experience.
• 1–3 years of experience in operations, project coordination, client service, accounting administration or a similar professional services environment.
• Public accounting, client accounting services or bookkeeping experience preferred.
• Experience with QuickBooks Online, BILL, Gusto, Basis or similar platforms preferred.

Mansioni

• Coordinate CAAS client onboarding and engagement administration, including engagement letters, document and information retrieval, client setup, and ongoing client information updates across practice management and CRM systems.
• Manage and monitor department workflows, recurring tasks, projects and client deliverables, following up with team members and clients to keep deadlines and commitments on track.
• Support department scheduling and resource management by maintaining visibility into team workload, capacity, priorities and potential constraints.
• Prepare weekly client billings, update team budgets with actual hours, and provide managers with real-time analysis of realization, yield, budget performance and other key department metrics.
• Prepare and maintain capacity, workload and operational reporting to support leadership with resource planning and decision-making.
• Coordinate 1099 processing and related project management, including tracking required information, deadlines and completion.
• Coordinate and maintain system access for team members and clients across platforms such as QuickBooks Online, BILL, Gusto and Basis.
• Assist with CAAS proposals and other business development initiatives in coordination with the Marketing team.
• Coordinate department training, scheduling, meetings, team events and other operational activities.
• Develop and maintain SOPs, department trackers and operational documentation, and identify opportunities to improve workflows and processes.
• Travel locally as needed for banking, client or other business needs.

Conoscenze

Project coordination

Time management

Client service

Communication

Problem solving

Formazione

Associate degree or equivalent

Strumenti

QuickBooks Online

BILL

Gusto

Basis

Descrizione del lavoro

For over 40 years, we have delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named 2026 Best Places to Work! We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees – we are also committed to our community. We have partnered with many great charitable organizations throughout the years, with our focus over the past 3 years on our charity of choice, Kinetic Kids!

And now, we are taking our commitment of excellence to a new level. In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come.

Top Reasons Professionals Choose To Work At ATKG

• Be on a team that embraces technology and innovation. We proactively invest in new tools and systems to help you focus more on client service and less on mundane tasks.
• Benefit from a culture of support. We serve clients collaboratively and have fun while doing it!

We need bright, motivated, and energetic people to help us continue to grow. We are currently looking for a CAAS Operations Coordinator to join our business who will exemplify our core values.

• Positivity: Look for good in all situations and people.
• Team: We make each other better. We are humble, hungry, and smart.
• Open: Foster trust, respect, and understanding through thoughtful communication.
• Insightful: Look beyond what is ordinary and find the extraordinary.
• Caring: We take an active interest in our team and clients.

Who You Are

Highly organized, detail-oriented and client-service focused, you keep projects, deadlines and people moving in the same direction. As the CAAS Operations Coordinator, you’ll be the central point of coordination between CAAS professionals, clients, firm leadership and internal support teams. You’ll support client onboarding, engagement administration, workflow management, billing and reporting, so CAAS priorities stay organized and on track.

What You’ll Be Doing

• Coordinate CAAS client onboarding and engagement administration, including engagement letters, document and information retrieval, client setup, and ongoing client information updates across practice management and CRM systems.
• Manage and monitor department workflows, recurring tasks, projects and client deliverables, following up with team members and clients to keep deadlines and commitments on track.
• Support department scheduling and resource management by maintaining visibility into team workload, capacity, priorities and potential constraints.
• Prepare weekly client billings, update team budgets with actual hours, and provide managers with real-time analysis of realization, yield, budget performance and other key department metrics.
• Prepare and maintain capacity, workload and operational reporting to support leadership with resource planning and decision-making.
• Coordinate 1099 processing and related project management, including tracking required information, deadlines and completion.
• Coordinate and maintain system access for team members and clients across platforms such as QuickBooks Online, BILL, Gusto and Basis.
• Assist with CAAS proposals and other business development initiatives in coordination with the Marketing team.
• Coordinate department training, scheduling, meetings, team events and other operational activities.
• Develop and maintain SOPs, department trackers and operational documentation, and identify opportunities to improve workflows and processes.
• Travel locally as needed for banking, client or other business needs.

Skills & Abilities

• Strong organizational, project coordination and time management skills, with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills with a professional, client-service-focused approach.
• Detail-oriented with strong follow-through and problem-solving skills; able to work independently and collaboratively.
• Ability to analyze and communicate operational, billing, capacity and workflow information.
• Ability to maintain confidentiality and exercise discretion with client, employee and firm information.
• Proficiency with Microsoft Office and the ability to learn accounting, workflow, CRM and practice management systems.

Requirements

• Associate degree or equivalent combination of education and relevant work experience.
• 1–3 years of experience in operations, project coordination, client service, accounting administration or a similar professional services environment.
• Public accounting, client accounting services or bookkeeping experience preferred.
• Experience with QuickBooks Online, BILL, Gusto, Basis or similar platforms preferred.

What We Offer

• Benefits (Vision, Dental, Medical)
• A generous PTO package
• 401k matching
• Fun company sponsored activities and events
• Career & growth opportunities for interested team members