Client Coordinator

$52,000 - $72,800/Yr

Hurst, Kelly & Company - Loveland, OH

Part-time,Full-time - Entry Level

Loveland, OH

Professional, Scientific, and Technical Services

About the position

Hurst, Kelly & Company, LLC is seeking a Client Coordinator to assist with client relations and administrative tasks in a growing accounting firm. The role involves responding to client inquiries, providing information, and ensuring a quality experience for clients. Administrative responsibilities include managing records, processing payments, and utilizing various software programs. The position is available for both part-time and full-time schedules, particularly during tax season.

Responsibilities

• Responding to client inquiries about general matters
• Providing general, nonprofessional information to clients
• Interacting with clients to obtain information needed to complete and file their tax returns
• Communicating with clients on the status of their tax returns and coordinating timelines within the office
• Assisting with various duties to ensure quality service to clients
• Answering phones and greeting clients in a friendly, professional manner
• Organizing and archiving electronic records
• Scanning hard copy records and archiving electronic files
• Processing completed client tax returns
• Setting up new client files and granting client access in software programs
• Depositing checks, processing payments, and opening mail

Requirements

• High school diploma or GED
• Administrative experience
• Customer service skills
• Proficiency in Microsoft Word, Excel, and Outlook
• QuickBooks knowledge
• Strong typing and communication skills
• Ability to manage multiple tasks efficiently
• Attention to detail and accuracy

Nice-to-haves

• Experience with multi-line phone systems
• Ability to work efficiently with PDF software
• Excellent people skills

Benefits

• 401(k)
• 401(k) matching
• Paid time off