Seasonal Client Coordinator

Are you interested in working during Tax Season (February – 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
• Would love to work fewer hours in the summer and fall and full-time hours from January – April

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.