Client Services & Office Coordinator$20-$22/hour + Benefits + Retirement Match + PTO
Join One of Southern Oregon's Growing CPA & Advisory Firms
Are you highly organized, customer-focused, and the type of person who keeps everything running smoothly behind the scenes?
At John A. Warekois CPA, LLC, we're looking for a Client Services & Office Coordinator who will serve as the first point of contact for our clients while helping manage scheduling, client onboarding, office operations, and administrative coordination across the firm.
This is more than a front desk role. You'll play a key part in creating an exceptional client experience and helping our tax, accounting, payroll, and advisory teams stay organized and efficient.
What You'll Do
- Welcome and assist clients in person, by phone, and electronically
- Manage appointments, calendars, and consultation scheduling
- Coordinate client onboarding and intake processes
- Maintain client records and workflows within TaxDome
- Process invoices and client payments
- Scan, upload, organize, and manage client documents
- Support tax preparers and department teams with administrative coordination
- Monitor client pipelines and follow up on outstanding items
- Maintain an organized, professional office environment
- Assist with special projects and administrative support as needed
What We're Looking For
- 2+ years of administrative, client service, office coordination, or customer support experience
- Strong communication and organizational skills
- Excellent attention to detail and accuracy
- Ability to manage multiple priorities and deadlines
- Strong technology skills and ability to learn new systems quickly
- Professional and client-focused approach
Preferred Experience
- CPA firm, accounting, financial services, legal, healthcare, or professional services environment
- TaxDome, CRM, or practice management software
- Client onboarding, scheduling, billing, or document management
The Ideal Candidate
You are proactive, dependable, detail-oriented, and enjoy helping both clients and coworkers succeed. You take ownership of your work, follow through on commitments, and thrive in a fast-paced professional environment.
Schedule
Monday-Friday
8:30 a.m.-5:00 p.m.
In-office position located in Central Point, Oregon.
Why Join JAW?
- Competitive Pay
- SIMPLE IRA with Employer Match
- Paid Time Off & Paid Holidays
- Professional Development Opportunities
- Stable Monday-Friday Schedule
- Supportive Team Environment
- Growing CPA & Advisory Firm
- Long-Term Career Growth Opportunities
Apply Today
Send your resume to:
[email protected]
Subject Line: Client Services & Office Coordinator Application
John A. Warekois CPA, LLC is an Equal Opportunity Employer.
Pay: $20.00 - $22.00 per hour
Benefits:
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Experience:
- Front desk: 2 years (Required)
Work Location: In person
