Client Services Coordinator — Tax & Admin Support

Bober Markey Fedorovich; Akron, Northern (OH, KY); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Newly renovated office space

Generous PTO

Dress for your day policy

Robust CPA benefits

Manager incentive bonus

Job summary

Bober Markey Fedorovich is seeking a Client Services Coordinator to support tax return processing, manage workflow, and coordinate client communication while providing administrative support.

You will work with tax professionals and staff, maintain confidential client information, and help with document management and delivery using various platforms. College education preferred; 3 years CPA firm admin experience encouraged.

Qualifications

• College education preferred, but not required.
• Minimum three years’ administrative experience with a CPA firm or professional services firm is preferred.

Responsibilities

• Process and finalize tax returns and related documents as requested.
• Prepare engagement letters, transmittal letters, and client correspondence.
• Review tax return packages for accuracy and compliance with firm procedures.
• Maintain electronic client files and manage electronic signatures.
• Monitor workflow systems and update routing, status, and reporting.
• Provide administrative support to tax and operations teams.

Skills

Microsoft Office

AI tools adoption

Multitasking

Team collaboration

Attention to detail

Education

College education preferred

Tools

Microsoft Copilot

Job description

Bober Markey Fedorovich is seeking a Client Services Coordinator to support tax return processing, manage workflow, and coordinate client communication while providing administrative support.

You will work with tax professionals and staff, maintain confidential client information, and help with document management and delivery using various platforms. College education preferred; 3 years CPA firm admin experience encouraged.