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NC

Seasonal Client Coordinator

Nichols & Company, CPAs
  • 🇺🇸 United States
  • On-site
  • 1 day ago
  • $22 / hour
  • Swift
  • CRM
  • Excel
  • Outlook
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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-orientedClient 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 aClient 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.

Notice to Third-Party Recruiting Agencies
Nichols & Company, CPAs does not accept unsolicited resumes or candidate submissions from recruiters, staffing agencies, or other third-party recruiting organizations. Any unsolicited resume or candidate information submitted to Nichols & Company, CPAs or any of its employees will be considered the property of Nichols & Company, CPAs, and the firm reserves the right to contact and hire any candidate at its discretion without any obligation to pay a fee to the submitting party. 

Seasonal Client Coordinator · Nichols & Company, CPAs

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