Our client is a well-established CPA firm serving individuals, families, and small businesses throughout Central Texas. Known for personalized service and long-standing client relationships, the firm offers a collaborative, family-oriented environment where every team member plays an important role in client experience.
Position Summary
Our client is seeking a polished, organized, and service-oriented Client Services & Office Coordinator to oversee the day-to-day administrative operations of the office while serving as the first point of contact for clients. This role is ideal for someone who enjoys building client relationships, balancing multiple priorities, and helping keep a busy professional office running smoothly.
Responsibilities
- Serve as the first point of contact for clients by phone, email, and in person.
- Create a welcoming, professional experience for every client interaction.
- Coordinate client communications, scheduling, and document flow.
- Support tax professionals and help manage office workflow.
- Prepare invoices, track payments, and assist with basic bookkeeping tasks.
- Maintain organized digital and physical filing systems.
- Handle confidential client information with professionalism and discretion.
- Assist with general office operations and special projects.
The ideal candidate:
- Provides exceptional client service and creates a positive first impression.
- Thrives in a fast-paced office where priorities change throughout the day.
- Is highly organized while comfortably managing multiple projects at once.
- Exercises sound judgment and maintains strict confidentiality.
- Takes initiative, follows through, and enjoys supporting a collaborative team.
- Communicates professionally with clients and coworkers.
Qualifications
Required
- 5+ years of administrative, office management, client service, or operations experience.
- 2+ years of QuickBooks Online and/or Desktop experience.
- Strong organizational, communication, and multitasking skills.
- Ability to work independently while effectively managing competing priorities.
Preferred
- Experience in an accounting firm, legal office, medical practice, or other professional services environment.
- Basic accounting knowledge, including journal entries, reconciliations, and invoicing.
Why You'll Love This Opportunity
Do you enjoy building relationships, staying organized, and being the person who keeps everything running smoothly? Our client is looking for a Client Services & Office Coordinator who enjoys helping people, thrives in a busy professional office, and takes pride in delivering exceptional service to both clients and coworkers.
Pay: $22.00 - $25.00 per hour
Benefits:
- Flexible schedule
- Paid time off
Experience:
- Customer support: 3 years (Preferred)
- QuickBooks: 2 years (Preferred)
Ability to Commute:
- Kyle, TX 78640 (Required)
Work Location: In person
