Client Experience & Operations Lead

Accent CPA; Fort Collins (CO); On-site; USD 50,000 - 58,000; Full time

Benefits offered by this job

Paid vacation

Paid sick leave

9 paid holidays

Job summary

Accent CPA in Fort Collins, CO is seeking an Administrative/Executive Assistant to support clients and staff. You’ll handle client communication, keep projects moving, and manage the firm’s administrative tasks with confidentiality and good judgement.

The right person is sharp, dependable, proactive, with 2–5 years in admin or client service; CPA or financial services experience is a big plus. Hours are Mon–Fri 8:00–17:00 in our Fort Collins office, with longer hours during tax season.

Qualifications

• 2–5 years of experience in an administrative, executive assistant, or client service role.
• Experience at a CPA firm, law firm, or financial services firm is a big plus.
• Highly organized, with consistent follow-through.
• Comfortable learning new software.
• Discretion with confidential financial information.

Responsibilities

• Serve as the first point of contact for clients by phone and email.
• Track work in progress and follow up on items that are stalled; manage admin tasks for tax season.
• Maintain staff calendars, schedule client meetings, and support newsletters and social media efforts.

Skills

Administrative experience

Client service

Communication

Confidentiality

Job description

Accent CPA in Fort Collins, CO is seeking an Administrative/Executive Assistant to support clients and staff. You’ll handle client communication, keep projects moving, and manage the firm’s administrative tasks with confidentiality and good judgement.

The right person is sharp, dependable, proactive, with 2–5 years in admin or client service; CPA or financial services experience is a big plus. Hours are Mon–Fri 8:00–17:00 in our Fort Collins office, with longer hours during tax season.