Client Coordinator

Nichols & Company, CPAs • Westerville, OH

1d • Onsite

About The Position

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 industry’s natural rhythm: 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. 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. 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

Requirements

• 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.

Responsibilities

• Serve as the first point of contact for visitors, greeting them warmly and directing them appropriately.
• Answering, screening, and directing all incoming calls on a multi-line phone system with professionalism and courtesy.
• Politely greeting and engaging clients and visitors; following up on client inquiries as needed
• Manage the reception area, ensuring it is tidy, welcoming, and presentable at all times.
• Receive, sort, and distribute daily mail, deliveries, and faxes.
• Assist with basic administrative tasks such as photocopying, scanning, and filing.
• Manage office supplies and place orders when necessary.
• Provide general information and assistance to callers.
• Assist others with administrative tasks as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED