Client Services Coordinator: Tax & Workflow Orchestrator

BMF - Bober Markey Fedorovich; Akron (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Newly renovated office space

Generous PTO

Dress for your day policy

CPA benefits

Manager incentive bonus

Job summary

Bober Markey Fedorovich in Akron, OH is seeking a Client Services Coordinator to support tax return processing, manage workflow, coordinate client communication, and provide administrative support to ensure exceptional client service.

The role requires proficiency in Microsoft Office, strong organization, and the ability to work with tax professionals and staff in a collaborative environment; prior CPA firm experience is preferred.

Qualifications

• College education preferred, but not required.
• A minimum of three years’ administrative experience with another CPA Firm or professional services firm is preferred but not required.

Responsibilities

• Process and finalize delivery of various tax returns and related documents.
• Prepare transmittal letters, filing instructions, engagement documents, and client correspondence.
• Review tax return packages for accuracy and compliance with firm procedures.
• Maintain electronic client files and manage document scanning and archiving.
• Monitor workflow systems, routing, status tracking, and reporting.
• Coordinate with tax professionals to ensure timely delivery of client work.

Skills

Microsoft Office

AI tools (Copilot)

Organizational skills

Team player

Education

College education preferred

Job description

Bober Markey Fedorovich in Akron, OH is seeking a Client Services Coordinator to support tax return processing, manage workflow, coordinate client communication, and provide administrative support to ensure exceptional client service.

The role requires proficiency in Microsoft Office, strong organization, and the ability to work with tax professionals and staff in a collaborative environment; prior CPA firm experience is preferred.