Practice Coordinator

Aldrich CPAs & Advisors LLP; Lake Oswego (OR); Hybrid; USD 33,000 - 44,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off (PTO)

Paid holidays

Sabbatical every 7 years

Parental leave

Job summary

Aldrich CPAs & Advisors LLP is seeking a Practice Coordinator to streamline client and internal operations. You will manage critical docs, coordinate signatures, and support billing while ensuring professional communication across teams.

The role suits someone with an executive assistant mindset, capable of handling multiple priorities in a hybrid office, contributing to efficient service delivery and client satisfaction.

Qualifications

• Bachelor’s degree and at least 1 year of administrative support or coordinator experience in a professional office.
• Strong organizational skills with meticulous attention to detail, especially proofreading and editing documents.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and excellent written and verbal communication.
• Excellent interpersonal skills to handle sensitive client situations professionally.
• Proactive, reliable, and able to manage multiple tasks with minimal guidance.

Responsibilities

• Organize and manage critical client documentation (engagement letters, proposals, tax docs) with timely completion.
• Proofread and edit client forms such as Power of Attorney and extensions.
• Coordinate client signatures, follow ups, and maintain digital files.
• Support billing by preparing invoices, running reports, and assisting with collections.
• Act as primary contact between clients and staff to ensure smooth communication.
• Manage the team leader's calendar, event registrations, and expense report processing.
• Coordinate meetings, trainings, and special events with needed support.

Skills

Bachelor’s degree

Organizational skills

Microsoft Office proficiency

Communication skills

Proactive work ethic

Time management

Problem-solving

Ability to work independently

Team player

Adaptability

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Description

Aldrich is looking for a Practice Coordinator to join our specialized service team and play a key role in ensuring smooth, efficient client and internal operations. This position is perfect for someone with an executive assistant mindset who thrives on managing complex tasks, anticipating needs, and staying steps ahead in a dynamic environment. As a Practice Coordinator, you’ll work closely with staff, clients, and leadership, handling critical communications, organizing essential documents, and driving project milestones. If you're proactive, detail-oriented, and eager to dive into our business to make an impact, we’d love to meet you!

Check out more about Aldrich at https://aldrichadvisors.com/.

Requirements

• Bachelor’s degree and at least 1 year of experience in an administrative support or coordinator role within a professional office environment
• Strong organizational skills and meticulous attention to detail, especially in document proofreading and editing
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and excellent written and verbal communication skills
• Excellent interpersonal skills with the ability to handle difficult or sensitive client situations professionally
• Adaptability and efficiency in managing dynamic, competing demands
• Proactive work ethic, accountable for completing tasks on time
• Strong problem-solving skills, with the ability to recognize opportunities and develop creative solutions
• Ability to prioritize and take ownership of multiple tasks seamlessly
• Highly resourceful team player who can also work effectively independently
• Ability to work efficiently under pressure with minimal guidance

You’ll Get a Chance To

• Organize and manage critical client documentation, including engagement letters, proposals, and tax documents, ensuring timely and accurate completion
• Proofread and edit client forms like Power of Attorney and extensions
• Coordinate client signatures, follow up, and maintain digital files
• Support billing by preparing invoices, running reports, and assisting with collections
• Act as a primary contact between clients and staff, facilitating smooth communication and strong relationships
• Manage the team leader's calendar, handle event registrations, and assist with expense report processing to maintain seamless operations
• Organize meetings, training, and special events, providing needed support

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life.

Here’s what you can expect:

Comprehensive Health Benefits and Retirement Savings

• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings account with an annual company contribution of $1,500
• Flexible spending accounts and dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing

Generous Time Off

• 4 weeks of vacation and sick leave combined into a Paid Time-Off bank
• 10 paid holidays, including two floating holidays
• 16 hours of volunteer time
• 6-week paid sabbatical every 7 years
• 6 weeks of paid parental leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. A reasonable estimate of the current range is $24.00 - $32.00.

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

What You Should Know

This is a full-time position and is available to be a hybrid position, working at least 3 days in the office. Our standard office hours are Monday – Friday, 8 AM – 5 PM.

Why Aldrich

Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.

We exist to improve the lives of our people, our clients, and our communities. Aldrich is committed to supporting employees’ growth, creating opportunities to develop the whole person, and helping team members make an impact through their work and community involvement.

Aldrich is an equal opportunity employer.