Client Success Coordinator — Tax & Office Support

Rea-Grou; Medina (OH); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health Care Plan

401k with employer contribution

Life Insurance

Family Leave

Disability Insurance

Training & Development

Wellness Resources

Paid time off (4 weeks)

Job summary

Rea is a growing Top 100 advisory and accounting firm offering tax, accounting, and business consulting services. The Client Success Coordinator-FEB role supports daily office operations, front desk coverage, and confidential client communications with a focus on accurate tax return processing and timelines.

Ideal candidates will have 3–5 years in a professional office, proficiency with MS Office, strong organizational skills, and experience with CPA workflows and document management systems

Qualifications

• Proven experience supporting office operations in a professional services environment.

Responsibilities

• Process tax returns through paper and electronic assembly, including extensions and estimates.

Skills

Microsoft Office

Communication

Customer Service

Organizational Skills

Multitasking

Education

High school diploma or equivalent

Tools

GoFileRoom

Firmflow

CCH Axcess Tax

Scan & Autoflow

Suralink

Job description

Rea is a growing Top 100 advisory and accounting firm offering tax, accounting, and business consulting services. The Client Success Coordinator-FEB role supports daily office operations, front desk coverage, and confidential client communications with a focus on accurate tax return processing and timelines.

Ideal candidates will have 3–5 years in a professional office, proficiency with MS Office, strong organizational skills, and experience with CPA workflows and document management systems