Client Operations Coordinator
Location: Southern Massachusetts — must reside within commuting distance of Southern Massachusetts (Cape Cod, South Coast, and surrounding areas), with a hybrid schedule (some in-person days at our Sandwich, MA office) during tax season
Reports To: Director of Operations
Employment Type: Part-Time, Year-Round — Seasonal Hours (Primarily Remote)
- Off-Season (approx. May–December): ~20 hours per week, fully remote
- Tax Season (approx. January–April): 40+ hours per week, hybrid — with some in-person days at our Sandwich, MA office
- Hiring Region: Candidates should reside within commuting distance of Southern Massachusetts to accommodate in-person days during tax season
About NGA
NGA is a network of community-based accounting firms united by shared values, collective resources, and an unwavering commitment to helping small businesses thrive.
We believe community-based accounting firms play a vital role in the places they serve — they know their clients personally, understand the local business landscape, and build relationships that often span generations. NGA brings firms together to share technology, operational support, and opportunities for collaboration, while preserving the culture, relationships, and local presence that make each practice unique.
This role is remote-based within Southern Massachusetts, with a hybrid schedule at our Sandwich, MA office during tax season, supporting client service across our Cape Cod-area locations.
Our Values
- Trusted Partners: We act as long-term partners to clients, employees, and owners—earning trust through integrity, judgment, and consistency.
- People First: Our people are our advantage. We invest in their growth, respect their expertise, and create environments where they can do their best work.
- Long View: We make decisions with the long term in mind—prioritizing relationships and reputation over short-term gains.
- Continuous Improvement: We believe in continuous improvement—thoughtfully evolving how we work to better serve clients and support our teams.
- Community & Responsibility: We believe strong businesses strengthen communities. We have a responsibility for the long-term health of the clients and communities we serve.
The Role
The Client Operations Coordinator is the connective tissue between our accounting and tax professionals and our clients — coordinating the information, documents, and systems that keep client service running smoothly. This role is ideal for someone who thrives in a fast-paced environment during tax season and values flexibility during our slower months.
You'll work closely with the Director of Operations to ensure client meetings, document flow, and office logistics are handled efficiently and professionally across our office locations.
What You'll Own
1) Client Coordination & Communication
- Schedule and coordinate client meetings for our accounting and tax professionals
- Manage new client intake and onboarding processes
- Serve as the go-to, client-facing power-user for our systems — fielding client questions on portal access, document upload, and navigation
2) Document & Systems Coordination
- Set up and configure new client accounts and workflows across our core systems — tax prep software, accounting software, and practice management software
- Upload and organize tax source documents in client files across these systems
- Collate and prepare completed tax returns for delivery to clients
- Pull and prepare reports for our accounting and tax professionals as needed
- Keep client records accurate and current across our systems as documents and information change
3) Office & Administrative Support
- Check and process incoming office mail
- Support the Director of Operations with additional administrative and operational tasks as they arise
What We're Looking For
Required
- Prior experience in an administrative, operations, or client service role (accounting/CPA firm experience a plus)
- Ability to quickly become a power-user of our core systems — tax prep software, accounting software, and practice management software — including client set-ups and configurations; proficiency in these tools is critical to this role
- Strong organizational skills and attention to detail
- Ability to manage shifting priorities, especially during high-volume tax season
- Excellent communication skills, both written and verbal
- Reliable and able to commit to a hybrid schedule during tax season, with flexibility to scale hours seasonally
Highly Valued
- Prior hands-on experience with tax prep software, accounting software, or practice management software
- Prior experience at a CPA or professional services firm
- Experience supporting client service across multiple office locations
Who This Role Is Great For
- Someone who genuinely loves client service — interacting with people, solving their problems, and going out of their way to help
- A power-user at heart — someone who enjoys mastering systems and being the connective tissue between clients, our accounting and tax professionals, and our systems
- Someone who thrives on structure during the off-season and steps up to the intensity of tax season
- A reliable, detail-oriented professional looking for a role with real flexibility once ramped up
Why Join NGA?
This is an opportunity to be the day-to-day backbone of client service for a growing, multi-office CPA platform. You'll work closely with the Director of Operations and have a direct hand in how NGA delivers a smooth, professional experience to every client.
Compensation
$25–$32 per hour, depending on experience
Total Rewards
Employer-sponsored health insurance, 401(k) with company match, and paid time off.
NGA is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other status protected by applicable law.
Pay: $25.00 - $32.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in Sandwich, MA 02537
