Seasonal Client Coordinator

Nichols & Company, CPAs

Seasonal Client Coordinator

Westerville, OH
Paid
  • Responsibilities

    Are you interested in working full-time during Tax Season (January – April)? If you’re ready to dive into the world of accounting with a firm that values your unique talents, offers a fun, dynamic work environment, and the opportunity to work with and learn from an exceptionally talented team, please consider working with Nichols & Company CPAs.

    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.

    If you are a natural communicator who provides exceptional service and loves the idea of working January through April 15, 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.

    Key Responsibilities

    Client Experience & Relationship Management

    First Point of Contact: Serve as the welcoming face and voice of the company, greeting clients, partners, and visitors with a professional and engaging presence.

    Inbound Communication: Manage multi-line phone systems and main email inboxes, routing inquiries accurately and ensuring a swift, high-touch response time.

    Issue Resolution: Act as a proactive problem solver for client inquiries or scheduling conflicts, escalating complex matters to the appropriate team member when necessary.

    Internal Team Collaboration & Alignment

    Cross-Functional Bridge: Serve as the central communication hub, connecting client feedback and updates directly to the internal consulting and delivery teams.

    Meeting & Calendar Logistics: Coordinate internal and external schedules, booking conference rooms, managing team calendars, and preparing necessary materials ahead of client briefings.

    Office & Administrative Operations

    Workspace Management: Maintain a clean, organized, and fully stocked office environment, managing inventory for office supplies and client refreshments.

    Data Integrity: Ensure accurate and timely entry of client notes, contact information, and documentation into the company CRM or filing systems.

    Mail & Logistics: Handle all incoming and outgoing mail, courier packages, and general administrative paperwork.

    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

    Can work full-time hours from January – April in our Westerville office

    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.

    Notice to Third-Party Recruiting Agencies Nichols & Company, CPAs does not accept unsolicited resumes or candidate submissions from recruiters, staffing agencies, or other third-party recruiting organizations. Any unsolicited resume or candidate information submitted to Nichols & Company, CPAs or any of its employees will be considered the property of Nichols & Company, CPAs, and the firm reserves the right to contact and hire any candidate at its discretion without any obligation to pay a fee to the submitting party.