Client-Driven Office & Operations Coordinator

AppleOne Employment Services; Santa Ynez (CA); On-site; USD 60,000 - 70,000; Full time

Job summary

AppleOne Employment Services in Santa Ynez, CA is seeking an Office Administrator / Operations Coordinator for a direct hire opportunity at a professional tax firm. You will be the main point of contact for clients, manage calendars, coordinate intake, and keep files and tax workflows organized.

This role rewards a proactive, detail‑oriented professional who can handle confidential information, support staff during peak tax season, and maintain smooth daily operations while delivering excellent

Qualifications

• 3–5 years of experience in office administration or similar role.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Strong organizational skills with attention to detail and accuracy.
• Excellent written and verbal communication with a professional client service approach.

Responsibilities

• Serve as the first point of contact for clients via phone, email, scheduling, and inquiries.
• Coordinate client appointments, maintain calendars, support intake, and collect required documents.
• Maintain accurate electronic and physical files, records, and tax-related documents; manage scanning and workflows.
• Track outstanding client information, follow up on deadlines, and support busy periods.
• Assist with billing, invoicing, payments, office supplies, vendors, mail, shipping, and general operations.
• Provide administrative and operational support to tax professionals and leadership while maintaining confidentiality.

Skills

Office administration

Client communication

Calendar management

Document coordination

Billing support

Confidentiality

Attention to detail

Multi-tasking

Tools

Microsoft Office

Outlook

Word

Excel

Job description

AppleOne Employment Services in Santa Ynez, CA is seeking an Office Administrator / Operations Coordinator for a direct hire opportunity at a professional tax firm. You will be the main point of contact for clients, manage calendars, coordinate intake, and keep files and tax workflows organized.

This role rewards a proactive, detail‑oriented professional who can handle confidential information, support staff during peak tax season, and maintain smooth daily operations while delivering excellent