Client Success Coordinator: Front Desk & Tax Ops

Rea; Medina (OH); Hybrid; USD 36,000 - 54,000; Full time

Benefits offered by this job

Health Care Plan

401k with 3% contribution

Paid holidays

Life Insurance

Disability Insurance

Training & Development

PTO 4 weeks

Job summary

Rea is a growing Top 100 advisory and accounting firm in Ohio, seeking a Client Success Coordinator to support daily office operations and deliver high-quality client service. The role includes processing tax returns, managing e-filing workflows, and maintaining client records using GoFileRoom, Firmflow, CCH Axcess Tax, and Suralink.

Responsibilities also cover front desk coverage, mail and deliveries, office logistics, and coordination of onboarding and offboarding, as well as events and

Qualifications

• High school diploma or equivalent required.
• 3-5 years of experience in a professional office environment preferred.
• Experience in CPA firm environment a plus.

Responsibilities

• Provide front desk coverage during posted business hours and greet visitors.
• Respond to emails promptly and maintain client confidentiality in all communications.
• Process tax returns and manage e-filing workflows using GoFileRoom, Firmflow, and CCH Axcess Tax.
• Maintain client records and update Star/CRM with changes.
• Plan and support office events and team-building activities.

Skills

Microsoft Office

Communication skills

Organization

Time management

Customer service

Education

High school diploma or equivalent

Tools

GoFileRoom

Firmflow

CCH Axcess Tax

Scan & Autoflow

Safesend

Suralink

Chrome River

Star

Job description

Rea is a growing Top 100 advisory and accounting firm in Ohio, seeking a Client Success Coordinator to support daily office operations and deliver high-quality client service. The role includes processing tax returns, managing e-filing workflows, and maintaining client records using GoFileRoom, Firmflow, CCH Axcess Tax, and Suralink.

Responsibilities also cover front desk coverage, mail and deliveries, office logistics, and coordination of onboarding and offboarding, as well as events and