Operations Coordinator jobs in United States
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Right Choice Accounting Solutions · 2 days ago

Operations Coordinator

Right Choice Accounting Solutions is a family-owned and CPA-led company that helps professional service providers maximize their profits while saving on taxes. They are seeking an Operations Coordinator to manage calendars, support clients, and ensure smooth operations across teams.

AccountingFinancial ServicesTax Preparation

Responsibilities

Manage company calendars — scheduling, rescheduling, and protecting team time
Monitor company inboxes and route messages appropriately
Create and update tasks inside the project management system (ClickUp)
Ensure tasks move through the workflow and follow up with team members
Prepare meeting agendas and take notes for internal/external meetings
Convert meeting notes into tasks and ensure follow-through
Handle new client onboarding — documents, setup, software, internal tasks
Follow up with clients when the team needs information
Respond to non-technical inquiries to keep clients up to date
Provide warm, professional communication that reflects our brand
Assist accounting and tax teams with admin support
Act as first point of contact for phone calls and walk-ins, and guests
Maintain a smooth and professional office experience
Manage supplies, mail, deliveries, and light office tech troubleshooting
Prepare rooms for client meetings or team sessions
Follow up with warm leads via email/phone when requested
Send pre-written templates/scripts in CRM
Make appointment reminder calls
Assist with lead tracking and organization

Qualification

ClickUpProject managementAdministrative supportClient onboardingNotetakingTech-savvyCommunicationOrganizational skills

Required

2–3 years in an administrative, operations, or office coordination role
Experience using ClickUp or other project management tools
Strong track record of keeping teams organized and on schedule
Strong tech-savvy — able to learn new software quickly and operate independently
Confident communicator (phone, email, and in-person)
Strong notetaking and task-creation ability
Able to juggle multiple moving parts without dropping details
Warm, professional presence — especially for client-facing moments
Calm under pressure; steady and reliable
Proactive — sees what needs to be done and does it
Comfortable enforcing process (kind but firm)
Team-first mindset — protects the time of leadership and accountants
Authentic, confident, and aligned with Right Choice values

Preferred

Bachelor's degree preferred — but not required

Benefits

Access to full company medical, dental, and vision insurance
Competitive compensation.
Flexible work schedule.
All major holidays off (plus a few extras).
Opportunity to play a key role in a growing company.
Inclusive, fun, and family-oriented culture.
And much more!

Company

Right Choice Accounting Solutions

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Right Choice Accounting Solutions is an accounting firm that offers tax planning, bookkeeping, and virtual CFO services.

Funding

Current Stage
Early Stage

Leadership Team

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Albert Hurston
Founder & CEO
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Company data provided by crunchbase