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Client Coordinator

Nichols & Company, CPAs

Westerville, OH

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JOB DETAILS
SKILLS
Administrative Skills, Communication Skills, Computer Skills, Detail Oriented, Fax Machines, High School Diploma, Interpersonal Skills, Mail Processing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Product Family, Microsoft Word, Multitasking, Order Supplies, Organizational Skills, Photocopy, Presentation/Verbal Skills, Small Business, Tax Accounting, Team Player, Telephone Skills, Time Management, Writing Skills
LOCATION
Westerville, OH
POSTED
30+ days ago
Are you looking for a dynamic role that offers incredible scheduling flexibility throughout the year? Do you thrive in a collaborative environment and love being the go-to person who keeps things running smoothly? If so, we want to meet you!


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
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.
Qualifications:


  • 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.

 

About the Company

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Nichols & Company, CPAs