Jeff Baker & Associates, PS (JBA) is a Tacoma, WA based CPA firm specializing in business based advisory, accounting, and tax services for small to medium size businesses and tax services for both individuals and business owners.

We are currently seeking a proactive and detail-oriented individual to join our team as our Front Desk Client Coordinator. This position offers an excellent opportunity for someone looking to gain experience in a professional CPA firm with potential for growth.

The client coordinator role is a role that is responsible for welcoming visitors, coordinating meetings, appointments and various administrative processes while supporting our administrative and professional staff to provide the best possible service to our clients.

Overall Purpose

The overall purpose of the team member is to act as a problem solving liaison between our tax clients and our tax professionals and assist the administrative team.

Ideal Strengths – In line with our CORE VALUES

• Proactive problem solver
• High EI and Interpersonal Skills
• Resilient & Flexible – Able to deal with problems well

Top Three Priorities:

• Active participation in the support of our clients and tax professionals.
• Answering the phone, assisting clients, & navigating phone calls.
• Delivery of confidential tax information to our clients.

KEY SUCCESS FACTORS

• Ability to be a self starter with a willingness to learn
• Co-operative team player willing to aid in problem solving
• Ability to communicate in a fast paced environment
• High EI and interpersonal Skills

RESPONSIBILITIES

• Provide comprehensive administrative support to our team of Tax Advisors.
• Manage client experience through excellent customer service.
• Manage calendars, schedule appointments, and coordinate meetings.
• Prepare and proofread correspondence, reports, and documents.
• Assist with document scanning, filing, and organization.
• Handle incoming and outgoing mail, as well as other general office duties.
• Maintain confidentiality and handle sensitive information with discretion.
• Respond to client inquiries and provide exceptional customer service.
• Collaborate with team members to ensure smooth office operations.

QUALIFICATIONS, SKILLS & EXPERIENCE

• Ability to embrace technology and willingness to learn new software applications
• Excellent organizational skills with outstanding communication and interpersonal abilities
• Proficient with Microsoft office software and multiple line phone systems.

MUST HAVES

• Ability to manage high call volumes in a fast paced environment
• Ability to manage multiple tasks and prioritize effectively
• Strong ability to service clients consistently via multi phone management and in person
• Excellent verbal and written communication skills.
• Strong interpersonal skills and ability to work well with colleagues at all levels.
• Discretion and professionalism when handling confidential information.

WE OFFER THE FOLLOWING

• Competitive Pay DOE
• Retirement Plan with Match
• PTO
• Medical, and Dental Insurance

Job Type: Full-time

Pay: $19.00 - $24.00 per hour

Expected hours: 40 – 45 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Microsoft Office: 3 years (Preferred)
• Administrative experience: 3 years (Preferred)

Work Location: In person