Client Success & Office Operations Coordinator

Position Summary

Harford Tax Service is seeking a highly organized, detail-oriented Client Success & Office Operations Coordinator to serve as the operational hub of our office. This individual will provide exceptional customer service while ensuring each tax engagement moves efficiently from intake through completion. The ideal candidate is proactive, technology-savvy, and enjoys building relationships with clients.

Primary Responsibilities

·         Serve as the first point of contact for clients in person, by phone, and via email.

·         Schedule appointments and manage the office calendar.

·         Guide clients through the tax preparation process and provide regular status updates.

·         Track every client engagement from intake through completion.

·         Coordinate workflow between clients and tax preparers to ensure timely completion.

·         Collect missing documentation and maintain organized electronic and physical files.

·         Assist with billing, payment collection, and general office administration.

·         Support bookkeeping and administrative functions; QuickBooks experience is preferred.

·         Maintain confidentiality of client financial information.

·         Continuously improve office processes and client experience.

Qualifications

·         Excellent organizational and multitasking skills.

·         Outstanding customer service and communication skills.

·         Strong computer proficiency including Microsoft Office.

·         Ability to quickly learn new software platforms.

·         Professional, dependable, and detail-oriented.

·         QuickBooks experience preferred.

·         Experience in a CPA, tax, bookkeeping, or professional services office preferred.

Ideal Candidate

·         Positive, proactive attitude.

·         Enjoys helping people.

·         Thrives in a fast-paced environment.

·         Takes ownership of responsibilities.

·         Excellent follow-through and attention to detail.