Part-Time Client Experience & Admin Coordinator

Major Accountancy Group; Monterey (CA); On-site; USD 39,000 - 48,000; Part time

Benefits offered by this job

Paid sick leave

Paid time off

Paid training

Professional office environment

Growth opportunities

Job summary

Major Accountancy Group is seeking a dependable, polished Client Service Administrator to support our CPA firm’s front office, client communication, scheduling, document flow, and day-to-day operations.

This part-time, in-person role offers 20–30 hours per week with extra hours possible during tax season. You will greet clients, answer phones, schedule appointments, manage calendars, scan and file documents, and assist with onboarding.

Qualifications

• 2+ years of administrative, receptionist, client service, or professional office experience.
• Strong verbal and written communication skills.
• High attention to detail.
• Able to manage multiple tasks without dropping details.
• Professional, discreet, and trustworthy with confidential client information.
• Reliable, punctual, and comfortable working in person.

Responsibilities

• Greet clients and create a professional, welcoming front-office experience.
• Answer phones and route calls appropriately.
• Respond to basic client questions and elevate technical questions to the right team member.
• Schedule appointments and help manage calendars.
• Track incoming client documents and assist with missing-information follow-up.
• Scan, save, organize, and file client documents accurately.
• Assist with client onboarding and paperwork collection.
• Coordinate mail, deliveries, office supplies, and general office administration.
• Keep the reception area and front office organized.
• Support the team during tax season by keeping administrative work moving.

Skills

Verbal communication

Written communication

Attention to detail

Multitasking

Professionalism

Confidentiality

Tools

Microsoft Outlook

Microsoft Office

Microsoft Teams

Canopy

Job description

Major Accountancy Group is seeking a dependable, polished Client Service Administrator to support our CPA firm’s front office, client communication, scheduling, document flow, and day-to-day operations.

This part-time, in-person role offers 20–30 hours per week with extra hours possible during tax season. You will greet clients, answer phones, schedule appointments, manage calendars, scan and file documents, and assist with onboarding.