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Nichols & Company, CPAs
Client CoordinatorNichols & Company, CPAs • Westerville, OH, US
Client Coordinator

Client Coordinator

Nichols & Company, CPAs • Westerville, OH, US
30+ days ago
Salary
$22.00 hourly
Job type
  • Full-time
  • Part-time
Job description
Are you looking for a dynamic role that offers incredible scheduling flexibility throughout the year? Do you thrive in a collaborative environment and love being the go-to person who keeps things running smoothly? If so, we want to meet you!


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.


This role features a unique, seasonal schedule designed to match our business demands:
  • Spring through Winter (April 16 – December 31): Enjoy excellent work-life balance with a part-time schedule of Monday through Thursday, 8:30 AM – 3:30 PM (and Fridays off!).
  • Tax Season Peak (January – April 15): Transition to full-time hours, Monday through Friday, with some weekend availability scaling up as we approach the tax deadline.
  • We offer a competitive benefits package.
If you are a natural communicator who provides exceptional service and loves the idea of a schedule that adjusts throughout the year, 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.



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Client Coordinator • Westerville, OH, US

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