Client Onboarding & Operations Coordinator

Doeren hew; Troy (MI); On-site; USD 58,000 - 82,000; Full time

Job summary

Doeren Mayhew CPAs and Advisors is seeking a Client Onboarding and Operations Specialist to support the Tax department in our Troy, MI office. You will coordinate projects, maintain documentation, and ensure accurate client data and timely onboarding for new clients.

The role requires strong organizational skills, attention to detail, and proficiency in MS Office; experience with SafeSend is a plus. Overtime may be required during peak season (January–April).

Qualifications

• Associate or bachelor’s degree in business or a related field preferred, or equivalent experience.
• Prior experience in project coordination, administrative support, operations, client service or professional services preferred.
• Ability to quickly learn new software, systems and processes.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
• Experience with SafeSend software preferred.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills, with the ability to manage multiple priorities in a fast-paced, collaborative environment.
• Strong written and verbal communication skills.
• Professional, client-focused approach to communication and problem-solving.
• Ability to work overtime during standard busy season (January – April).

Responsibilities

• Coordinate office projects, process updates and department initiatives, including tracking timelines, deadlines, action items and next steps.
• Maintain project documentation, task lists, workflows, procedures and related resources to support consistency across teams.
• Keep department leaders, internal teams and the office’s project and process resource informed of project status, delays, updates and priorities.
• Support new client onboarding by gathering information, organizing documentation, completing setup tasks and ensuring required steps are completed accurately and on time.
• Provide basic resources and support to clients and internal team members related to client onboarding, portal access, systems and process updates.
• Maintain accurate and consistent client data across firm platforms, including monitoring data entry for accuracy, completeness and missing information.
• Identify data issues, process gaps, system concerns and opportunities for improvement.
• Monitor, test and validate client portals and related systems for usability, functionality and accuracy.
• Report system issues, errors and process concerns, and assist with basic troubleshooting during implementations, updates or day-to-day system use.
• Generate recurring due-date and operational reports, including tracking outstanding items and project-related metrics.
• Support process improvement efforts by gathering and organizing data, documenting best practices and assisting with new or enhanced process implementation.

Skills

Attention to detail

Organization

Time management

Written communication

Verbal communication

Client-focused

Problem solving

Overtime availability

Education

Associate or bachelor's degree in business or related field

Tools

Microsoft Word

Excel

PowerPoint

Outlook

SafeSend

Job description

Doeren Mayhew CPAs and Advisors is seeking a Client Onboarding and Operations Specialist to support the Tax department in our Troy, MI office. You will coordinate projects, maintain documentation, and ensure accurate client data and timely onboarding for new clients.

The role requires strong organizational skills, attention to detail, and proficiency in MS Office; experience with SafeSend is a plus. Overtime may be required during peak season (January–April).