Office Manager / Client Services Coordinator

Kurzweil + Bertin, Inc.; Avon (OH); On-site; USD 17,000 - 25,000; Part time

Job summary

Kurzweil + Bertin, Inc. in Avon, OH is seeking a part-time Office Manager / Client Services Coordinator to run daily office operations on-site. You will handle phone, mail, scheduling, and maintain organized client files while supporting CPAs and staff with document preparation and intake.

The role emphasizes professional client communication, billing support, and coordinating vendors. A high school diploma is required; associate or bachelor’s degree is a plus, with strong MS Office and

Qualifications

• Strong administrative and office management skills
• Client service and communication with diverse clients
• Proficiency with Microsoft Office and document management systems

Responsibilities

• Oversee daily office operations on-site in Avon, OH
• Manage phone calls, mail, scheduling, and client file organization
• Prepare and track client documents, coordinate appointments, and assist intake and follow-up

Skills

Administrative skills

Client service

Office management

Education

High school diploma

Associate's or bachelor's degree (plus)

Tools

Microsoft Office

Document management systems

Scanners

Multi-line phone systems

Job description

Company Description

Kurzweil + Bertin, Inc. is a Cleveland-based CPA firm focused on delivering superior, personalized tax and accounting services to a diverse client base. The firm is committed to building long-term relationships by offering attentive, tailored support to individuals and businesses. Team members stay current with evolving tax, audit, and accounting regulations to provide accurate, compliant, and forward-looking advice. Continuous professional development and staying abreast of the latest industry developments are core priorities, creating a learning-oriented environment for staff. This commitment to excellence allows the firm to offer reliable guidance and high-quality service in a dynamic regulatory landscape.

Role Description

The Office Manager / Client Services Coordinator is a part-time, on-site role based in Avon, OH. This position oversees daily office operations, including managing phone calls, mail, scheduling, and maintaining organized client files and records. The role supports CPAs and staff by preparing and tracking client documents, coordinating appointments, and ensuring efficient workflow during busy tax and accounting periods. The coordinator serves as a primary point of contact for clients, providing prompt, professional communication and assisting with intake, follow-up, and basic service inquiries. Additional responsibilities may include simple billing support, maintaining office supplies, coordinating vendor services, and contributing to process improvements to enhance client service and office efficiency.

Qualifications

• Strong administrative and office management skills, including scheduling, recordkeeping, and organizing high volumes of client documents.
• Client service and communication skills to interact professionally with diverse clients via phone, email, and in person.
• Proficiency with office technology and software (e.g., Microsoft Office, document management systems, scanners, and multi-line phone systems).
• Attention to detail and accuracy in handling sensitive information, with strong time management and prioritization abilities.
• Experience in a professional services, accounting, or financial office environment is preferred.
• Ability to work on-site in Avon, OH, maintain confidentiality, and collaborate effectively with CPAs and team members.
• High school diploma required; associate’s or bachelor’s degree in business, administration, or related field is a plus.