Nichols & Company, CPAs

Client Coordinator

Location

Westerville, OH

Type

Part Time

Responsive recruiter
Are you interested in working part-time from May-December and full-time January - April? Are you a natural communicator with a knack for keeping things running smoothly? Do you enjoy interacting with people and providing exceptional service? If so, we encourage you to apply!

We pride ourselves on our collaborative environment, commitment to excellence, positive team spirit, and we are proactively interviewing for a friendly, organized, and detail-oriented Client Coordinator to be the welcoming face and voice of our company.

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.   

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
Responsibilities:

  • Serve as the first point of contact for visitors, greeting them warmly and directing them appropriately.
  • Answering, screening, and directing all incoming calls on a multi-line phone system with professionalism and courtesy.
  • Politely greeting and engaging clients and visitors; following up on client inquiries as needed
  • Manage the reception area, ensuring it is tidy, welcoming, and presentable at all times.
  • Receive, sort, and distribute daily mail, deliveries, and faxes.
  • Assist with basic administrative tasks such as photocopying, scanning, and filing.
  • Manage office supplies and place orders when necessary.
  • Provide general information and assistance to callers.
  • Assist others with administrative tasks as needed.
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.

 

Company Website: www.nichols-cpas.com

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