iHire · 1 week ago
Workflow & Systems Coordinator
Princeton, NJ
Full-time
Onsite
Mid, Senior Level
$41K/yr - $50K/yr
5+ years expAzer, Driscoll & DeSimone, LLC is a CPA firm specializing in tax and financial services, and they are seeking a Workflow & Systems Coordinator to oversee the intake, tracking, and progression of client work through their internal workflow systems. This role is crucial in ensuring that client information is efficiently managed while providing support to staff and clients with system-related inquiries.
Career PlanningEmploymentHuman ResourcesInternetRecruitingSoftware
Responsibilities
Track all client intake related to tax returns and other engagements
Log and manage client documents and requests within Financial Cents
Monitor engagement status and identify missing or outstanding items
Follow up internally and externally to resolve bottlenecks
Ensure work progresses in accordance with firm processes and deadlines
Troubleshoot client and firm inquiries related to our internal systems
Qualification
Required
Strong organizational and follow-up skills with high attention to detail
Comfortable working in workflow management and document tracking systems
Ability to manage multiple engagements and priorities simultaneously
Strong communication skills with both internal staff and clients
Problem-solving mindset with comfort troubleshooting process or system issues
Benefits
Health Insurance
401(k)
Flexible Schedules
Vacation Leave
Sick Leave
Holiday Pay
Paid Time Off
Company
iHire
An industry-specific recruitment platform that connects employers with qualified candidates across 57 talent communities.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
D
David J MacFadyen
Founder and Board Executive Chair
Recent News
2025-09-12
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