Tax Season Client Experience Lead

Nichols & Company, CPAs; Westerville (OH); Vor Ort; USD 30.000 - 42.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Organized

Dependable

Self-motivated

Curious to learn

Observant

Ausbildung

High school diploma or equivalent

Associate's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Jobbeschreibung

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.