Seasonal Client Coordinator (Part Time) jobs in United States
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Nichols & Company, CPAs · 2 months ago

Seasonal Client Coordinator (Part Time)

Nichols & Company CPAs is a well-established firm based in Westerville, Ohio, that specializes in accounting and tax services. They are seeking a Seasonal Client Coordinator to assist during the tax season, providing excellent customer service and support to clients and the team.

AccountingAdviceComplianceConsultingFinancial Services

Responsibilities

Answering, screening, and directing all incoming calls on a multi-line phone system
Politely greeting and engaging clients and visitors; following up on client inquiries as needed
Maintaining & ordering supplies for the firm, as needed
Assuring neatness in common spaces
Preparing mailings
Various data entry functions, including updating client information and setting up work projects
Excellent customer service skills and computer proficiency (including MS Word, Excel, Outlook)
Experience operating scanners, copiers, and fax machine

Qualification

Customer service skillsMicrosoft productsData entryCommunicationOrganizational skills

Required

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 (Microsoft products)
Can work at least 25 hours per week, including weekends, from January through April in our Westerville office
Excellent customer service skills and computer proficiency (including MS Word, Excel, Outlook)
Experience operating scanners, copiers, and fax machine

Benefits

End-of-season bonus

Company

Nichols & Company, CPAs

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At Nichols & Company CPAs, we’re more than tax professionals—we’re strategic partners in making life #LessTaxing for individuals and small businesses.

Funding

Current Stage
Early Stage

Leadership Team

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Gwen Nichols
CPA/President
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Company data provided by crunchbase