Client Services & Tax Administration Coordinator

BMF - Bober Markey Fedorovich; Akron (OH); On-site; USD 42,000 - 52,000; Full time

Job summary

BMF - Bober Markey Fedorovich in Akron, OH, is seeking a Client Services Coordinator to support tax return processing and client communications while coordinating workflow and providing administrative support to ensure exceptional service.

The role requires strong Microsoft Office skills, attention to detail, and the ability to adapt to changing priorities in a fast-paced CPA environment.

Qualifications

• College education preferred, but not required.
• Minimum of three years’ administrative experience with another CPA Firm or professional services firm is preferred but not required.
• Proficient in Microsoft Office suite (Word, Excel, Outlook).
• Experience with AI tools, including Microsoft Copilot, to streamline workflows.
• Strong organizational, communication, and time-management skills.
• Ability to adapt to change and meet deadlines.

Responsibilities

• Support tax return processing and client communications, ensuring timely delivery of work.
• Monitor and update workflow systems, track status, and assist with turnaround monitoring.
• Prepare transmittal letters, filing instructions, engagement documentation, and client correspondence.
• Maintain accurate electronic client files with confidentiality and proper document management.
• Provide administrative support to tax and operational teams, including data entry and file maintenance.
• Coordinate with staff to ensure deadlines and deliverables are met.

Skills

Attention to detail

Communication skills

Multi-tasking

Team collaboration

Education

College education preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

AI tools (Copilot)

Job description

BMF - Bober Markey Fedorovich in Akron, OH, is seeking a Client Services Coordinator to support tax return processing and client communications while coordinating workflow and providing administrative support to ensure exceptional service.

The role requires strong Microsoft Office skills, attention to detail, and the ability to adapt to changing priorities in a fast-paced CPA environment.