CAAS Operations Coordinator

ATKG • San Antonio, TX

2d

About The Position

ATKG is seeking a highly organized, detail-oriented, client-service-focused CAAS Operations Coordinator. The role is the central point of coordination between CAAS professionals, clients, firm leadership, and internal support teams. The coordinator supports client onboarding, engagement administration, workflow management, billing, reporting, scheduling, and department operations to keep priorities organized and on track.

The position also supports business development, training, meetings, and process improvement. Local travel may be required for banking, client, or other business needs.

Requirements

• Associate degree or equivalent combination of education and relevant work experience.
• 1–3 years of experience in operations, project coordination, client service, accounting administration, or a similar professional services environment.
• Strong organizational, project coordination, and time management skills, with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills and a professional, client-service-focused approach.
• Detail-oriented, with strong follow-through and problem-solving skills; able to work independently and collaboratively.
• Ability to analyze and communicate operational, billing, capacity, and workflow information.
• Ability to maintain confidentiality and exercise discretion with client, employee, and firm information.
• Proficiency with Microsoft Office and ability to learn accounting, workflow, CRM, and practice management systems.

Nice To Haves

• Public accounting, client accounting services, or bookkeeping experience.
• Experience with QuickBooks Online, BILL, Gusto, Basis, or similar platforms.

Responsibilities

• Coordinate CAAS client onboarding and engagement administration, including engagement letters, document and information retrieval, client setup, and updates to client information in practice management and CRM systems.
• Manage and monitor department workflows, recurring tasks, projects, and client deliverables; follow up with team members and clients to keep deadlines and commitments on track.
• Support department scheduling and resource management by maintaining visibility into team workload, capacity, priorities, and potential constraints.
• Prepare weekly client billings, update team budgets with actual hours, and provide managers with analysis of realization, yield, budget performance, and other department metrics.
• Prepare and maintain capacity, workload, and operational reports for leadership’s resource planning and decision-making.
• Coordinate 1099 processing and related project management, including tracking required information, deadlines, and completion.
• Coordinate and maintain system access for team members and clients across platforms such as QuickBooks Online, BILL, Gusto, and Basis.
• Assist with CAAS proposals and other business development initiatives in coordination with the Marketing team.
• Coordinate department training, scheduling, meetings, team events, and other operational activities.
• Develop and maintain SOPs, department trackers, and operational documentation, and identify opportunities to improve workflows and processes.
• Travel locally as needed for banking, client, or other business needs.

Benefits

• Vision, dental, and medical benefits.
• A generous PTO package.
• 401(k) matching.
• Company-sponsored activities and events.
• Career and growth opportunities for interested team members.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree