Client-Facing Administrative & Onboarding Specialist

cobizcpa; Greenwood Village (CO); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) after 6 months

Performance bonus plan

Flexible PTO

Good office amenities

Job summary

Colorado Business CPA, LLC is seeking a proactive front desk coordinator who will be the first point of contact for clients. You’ll ensure calendars, appointments, and conference room logistics stay tight while drafting client letters and coordinating onboarding from start to finish.

This position offers a path to growth within tax and accounting roles after one year, with promotions based on performance. You’ll join a team that values clear communication, accuracy, and delivering reliable

Qualifications

• Excellent written and verbal communication.
• Ability to manage multiple tasks with high accuracy.
• Interest in growth within tax and accounting fields.

Responsibilities

• Own the front desk — phones, visitors, first impressions.
• Keep calendars, scheduling, and conference room logistics tight.
• Draft and manage client letters: welcome, engagement, exit.
• Run the document system — scanning, filing, retrieving confidential records.
• Coordinate client onboarding from start to finish.
• Support accounts receivable and collections follow-up.
• Help plan client events and appreciation touchpoints.
• Write, edit, and proof a range of business documents.

Skills

Front desk

Scheduling

Client correspondence

Document management

Onboarding

Event coordination

Proofreading

Attention to detail

Tools

Office suite

Job description

Colorado Business CPA, LLC is seeking a proactive front desk coordinator who will be the first point of contact for clients. You’ll ensure calendars, appointments, and conference room logistics stay tight while drafting client letters and coordinating onboarding from start to finish.

This position offers a path to growth within tax and accounting roles after one year, with promotions based on performance. You’ll join a team that values clear communication, accuracy, and delivering reliable