Seasonal Client Coordinator

Nichols & Company, CPAs; Westerville (OH); On-site; USD 30,000 - 42,000; Full time

Job summary

Nichols & Company CPAs in Westerville, Ohio, seeks a Client Coordinator to be the friendly face of the firm during tax season. You will ensure excellent client experiences, manage communications, and support daily administrative tasks in a collaborative, client-focused environment.

The role emphasizes strong organizational skills, meticulous attention to detail, and the ability to multitask in a fast-paced setting from January through April.

Qualifications

• High school diploma or equivalent required.
• Associate's degree preferred.
• Excellent verbal and written communication skills.
• Professional and courteous demeanor.
• Strong organizational and time-management skills with the ability to multitask effectively.
• Proficiency in basic computer applications (Microsoft Office Suite).
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Proactive and positive attitude with a strong work ethic.
• Ability to work independently and as part of a team.

Responsibilities

• First Point of Contact: Greet clients, partners, and visitors with a professional presence.
• Inbound Communication: Manage multi-line phone systems and main inboxes with high-touch response.
• Issue Resolution: Proactively solve client inquiries or scheduling conflicts, escalate when needed.
• Cross-Functional Bridge: Connect client feedback to internal consulting and delivery teams.
• Meeting & Calendar Logistics: Coordinate schedules, book rooms, prepare materials for briefings.
• Workspace Management: Maintain clean, organized office and stock supplies.
• Data Integrity: Ensure accurate entry of client notes and contact information into CRM.
• Mail & Logistics: Handle mail, courier packages, and admin paperwork.

Skills

Organized

Dependable

Self-motivated

Curious to learn

Observant

Education

High school diploma or equivalent

Associate's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Are you interested in working during Tax Season (February – April)? If you’re ready to dive into the world of accounting with a firm that values your unique talents, offers a fun, dynamic work environment, and the opportunity to work with and learn from an exceptionally talented team, please consider working with Nichols & Company CPAs.

We pride ourselves on our positive team spirit and commitment to excellence, and we are proactively interviewing for a friendly, organized, and detail-oriented Client Coordinator to be the welcoming face and voice of our company.

If you are a natural communicator who provides exceptional service and loves the idea of working January through April 15, we encourage you to apply!

Based in Westerville, Ohio, for more than 25 years, N&Co delivers accounting and tax services to individuals and small businesses. Our mission is simple: make life #LessTaxing for everyone, clients and staff alike.

About the Role

As a Client Coordinator, you will play a crucial role in creating a positive first impression for our clients. You will be the central point of contact for our office, ensuring efficient communication and smooth administrative operations. This is a fantastic opportunity to join a supportive team and contribute to a positive and professional work environment.

Key Responsibilities

Client Experience & Relationship Management

• First Point of Contact: Serve as the welcoming face and voice of the company, greeting clients, partners, and visitors with a professional and engaging presence.
• Inbound Communication: Manage multi-line phone systems and main email inboxes, routing inquiries accurately and ensuring a swift, high-touch response time.
• Issue Resolution: Act as a proactive problem solver for client inquiries or scheduling conflicts, escalating complex matters to the appropriate team member when necessary.

Internal Team Collaboration & Alignment

• Cross-Functional Bridge: Serve as the central communication hub, connecting client feedback and updates directly to the internal consulting and delivery teams.
• Meeting & Calendar Logistics: Coordinate internal and external schedules, booking conference rooms, managing team calendars, and preparing necessary materials ahead of client briefings.

Office & Administrative Operations

• Workspace Management: Maintain a clean, organized, and fully stocked office environment, managing inventory for office supplies and client refreshments.
• Data Integrity: Ensure accurate and timely entry of client notes, contact information, and documentation into the company CRM or filing systems.
• Mail & Logistics: Handle all incoming and outgoing mail, courier packages, and general administrative paperwork.

Ideal candidates

• Are organized, dependable, self-motivated, curious to learn, and observant
• Demonstrate strong communication skills and comfort communicating with our team and with clients
• Work well independently and as a team player demonstrating a positive attitude
• Thrive in fast-paced work environment with a high attention to detail while completing tasks
• Have strong computer skills in Microsoft products
• Would love to work fewer hours in the summer and fall and full-time hours from January – April

Qualifications

• High school diploma or equivalent required; associate's degree preferred.
• Proven experience in a receptionist or administrative role is a plus.
• Excellent verbal and written communication skills.
• Professional and courteous demeanor.
• Strong organizational and time-management skills with the ability to multitask effectively.
• Proficiency in basic computer applications (e.g., Microsoft Office Suite: Word, Excel, Outlook).
• Ability to maintain confidentiality and handle sensitive information with discretion.
• A proactive and positive attitude with a strong work ethic.
• Ability to work independently and as part of a team.