Tax & Client Services Coordinator

Bober Markey Fedorovich; Akron (OH); On-site; USD 40,000 - 55,000; Full time

Job summary

Bober Markey Fedorovich is seeking a Client Services Coordinator to help support tax return processing, manage workflow, and provide top-notch client communication. This role emphasizes efficient administrative duties within a CPA firm setting.

Candidates should bring strong Microsoft Office skills, willingness to adopt AI tools, and the ability to multitask in a fast-paced environment while maintaining confidentiality and professional standards.

Qualifications

• College education is preferred, but not required.
• Three years of administrative experience at another CPA firm or professional services firm is preferred, but not required.

Responsibilities

• Support tax return processing and related documentation for clients.
• Coordinate workflow, routing, status tracking, and turnaround monitoring.
• Prepare client packages and ship via various delivery methods.
• Answer phones and greet clients and visitors.
• Maintain confidential client information and file systems.

Skills

Microsoft Office

Time management

Teamwork

Tools

AI tools

Microsoft Copilot

Job description

Bober Markey Fedorovich is seeking a Client Services Coordinator to help support tax return processing, manage workflow, and provide top-notch client communication. This role emphasizes efficient administrative duties within a CPA firm setting.

Candidates should bring strong Microsoft Office skills, willingness to adopt AI tools, and the ability to multitask in a fast-paced environment while maintaining confidentiality and professional standards.