Operations CoordinatorTYM Consulting | Miami, FL | On-Site or Remote (Florida-based) | Full-TimeTYM Consulting is a boutique CPA advisory firm serving clients across Canada and the United States. The firm provides fractional CFO, controllership, cross-border tax, and financial accounting services.The Operations Coordinator independently manages the firm's operational and administrative work. The position coordinates each engagement, including onboarding, scheduling, deadline management, billing, and documentation, and is central to a consistent and responsive client experience. The role works independently and suits an organized, reliable, and self-directed professional in the early stage of their career.Responsibilities
- Prepare new-client documentation and set up each client in the firm's practice management system
- Schedule kickoff and recurring meetings, prepare agendas, and circulate follow-up notes
- Maintain the engagement calendar, logging all deadlines and providing advance reminders to the responsible team member
- Review incoming inquiries and respond on a timely basis
- Prepare and issue client invoices on the monthly cycle and reconcile each to engagement scope
- Monitor accounts receivable, issue payment reminders, and escalate aged balances to leadership
- Maintain templates, checklists, and client records accurately across the firm's systems
- Prepare a weekly status report for leadership covering engagement progress, upcoming deadlines, and open items
- Apply AI tools and improve the efficiency of routine work
- Maintain client confidentiality and keep engagement documentation audit-ready
- Track CRA and IRS notices and filing deadlines and keep client authorization records organized and current
Marketing Support
- Maintain the firm's social media presence and coordinate scheduled content
- Support email outreach and maintain prospect and contact lists
- Coordinate logistics for roundtables, private briefings, and partner events
- Assist with light website updates and marketing material coordination
Qualifications
- Bachelor's degree or equivalent experience
- 1 to 3 years of experience in operations, client coordination, or administrative support, preferably within a professional services, accounting, or consulting firm
- Exceptional organization and follow-through, with the ability to manage multiple concurrent deadlines accurately
- Clear and professional written and verbal communication with clients and team members
- Proficiency with Microsoft Excel and the ability to learn new systems quickly
- Comfortable working in QuickBooks Online
- Working comfort with AI tools (ChatGPT, Claude, Copilot)
- Comfortable with invoices, receivables, and standard financial reports
- US residency and authorization to work in the United States
- Assets: experience at a CPA, bookkeeping, or professional services firm; familiarity with a practice management platform (Karbon, Canopy, Financial Cents) or a CRM (HubSpot); and exposure to cross-border Canada and US business
What We Offer
- Mentorship from firm leadership and a defined path to a more senior operations role
- Exposure to cross-border engagements with high-growth companies
Pay: $20.00 - $25.00 per hour
Work Location: Hybrid remote in Miami, FL 33180
