Operations Coordinator- CPA Firm

About Us

Turner & Costa, P.C. is a Westford-based CPA firm providing tax preparation, accounting, bookkeeping, and business advisory services to individuals and businesses.

Our clients trust us with important financial information and time-sensitive work. That means accuracy, responsiveness, confidentiality, and follow-through matter in every role across our firm.

About the Role

Our Operations team is at the center of keeping the firm organized and moving.

We’re looking for an experienced Operations Coordinator who takes ownership, communicates proactively, and can be trusted to keep important details from falling through the cracks.

This is a hands-on role. On any given day, you may communicate with clients, scan and organize tax documents, assemble folders, track signatures, update systems, process paperwork, support billing, and help leadership solve an operational problem.

The right person understands that excellent operations are often built on doing the small things exceptionally well.

You’ll be successful here if you naturally ask questions, want to understand the why behind a process, communicate before someone asks for an update, and look for the next thing that needs to be done.

We value people who can follow established procedures carefully, and, once they understand them, thoughtfully recommend ways to make them better.

What You'll Do

• Serve as the primary operational point of contact for clients and colleagues
• Manage calls, emails, requests, and access to partners and accounting staff, ensuring items are routed appropriately and followed through
• Receive, log, scan, organize, and track client tax documents with a high degree of accuracy
• Assemble tax folders, completed returns, and other client materials for electronic or physical delivery
• Manage client portal activity, including document uploads, signatures, e-file authorizations, and follow-up on outstanding items
• Support billing and invoicing, payment processing, accounts receivable, and new client onboarding
• Maintain organized office systems, client files, supplies, inventory and workflow documentation
• Handle confidential financial and personal information with discretion and sound judgment
• Support senior leadership with administrative and operational projects
• Follow established processes and procedures consistently, raising questions when something appears unclear or inefficient and recommend practical improvements
• Proactively look for ways to support the team and keep work moving

What You Bring

· 5+ years of administrative, operations, or client service experience in a professional office environment

· Strong attention to detail and the ability to manage a high volume of work accurately

· High integrity, discretion, and sound judgment when handling confidential information

· A proactive communication style with strong follow-through

· A curious mindset and willingness to ask questions to understand context and priorities

· Ability to follow established processes and procedures while identifying thoughtful opportunities for improvement

· Strong organizational skills and the ability to manage multiple deadlines and competing priorities

· Professional written and verbal communication skills

· Proficiency with Microsoft Office; experience with client portals, workflow systems, or accounting software is a plus

· Experience in a CPA firm, financial services, legal, or another detail-intensive environment is preferred

Work Schedule

This is a full-time, in-person role based in our Westford office.

· Jan – Mid-February: Monday – Friday, 8:00 am – 5:00 pm

· Tax Season Mid-February – April 15: Monday–Saturday, approximately 60 hours per week

· April 15 through Memorial Day: Monday–Thursday, 8:00 a.m.– 5:00 p.m. and Friday, 8:00 a.m.–12:00 p.m.

· Memorial Day through January: Monday–Thursday, 8:00 a.m.–5:00 p.m. and Fridays off

Tax season is a high-volume period for the entire firm, and this role plays an important part in keeping client work organized and moving on schedule.

What We Offer

• Health, Dental & Vision Insurance
• Health Savings Account (HSA)
• Life insurance
• 401(k) retirement plan
• Paid time off
• Professional development opportunities
• Reduced Friday hours for much of the year
• A collaborative work environment where initiative, communication, and ideas are valued

Turner & Costa, P.C. is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, pregnancy or pregnancy-related conditions, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable law.

Pay: $65,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Work Location: In person