Client Services & Office Coordinator

Client Services & Office Coordinator

Keystone CPAs | Onsite (Reno, NV) | Hourly, Full-Time

Reports to: Director of Operations

Position Overview

Keystone CPAs is seeking a reliable, detail-oriented Client Services & Office Coordinator to support our daily office operations and enhance the client experience.

This role is the heartbeat of our Reno office—ensuring our team, clients, and environment run smoothly. You’ll handle a mix of administrative, client-facing, and operational support tasks, while building foundational knowledge of our workflows and systems.

This position offers a clear growth path into more advanced client service responsibilities, including exposure to tax processes and direct client interaction.

Key Responsibilities

Office Operations & Support

• Manage incoming/outgoing mail, including post office runs and package handling
• Maintain office organization, including supplies, meeting rooms, and common areas
• Prepare meeting spaces for client and internal use (clean, stocked, professional)
• Support light kitchen upkeep (coffee, dishes, general tidiness)
• Run local errands (bank, grocery, office supplies, etc.)

Client & Front Desk Experience

• Greet clients and guests with professionalism and warmth
• Answer and route incoming phone calls
• Assist with walk-in client needs and basic requests
• Support a welcoming, high-quality in-office client experience

Administrative & Client Support

• Scan, upload, and organize client documents
• Assist with client portal setup and document requests (in partnership with Client Services Manager)
• Support small internal requests from tax team and administrative staff
• Maintain accurate document handling and file organization

Growth & Development (Future Scope)

• Assist with basic tax return processing tasks
• Increase involvement in client communication and follow-up
• Develop understanding of Keystone workflows and systems (CCH, HubSpot, etc.)
• Grow into a more client-facing Client Services or Operations role over time

Qualifications

• 1–3 years of administrative, office support, or customer service experience
• Strong organizational skills and attention to detail
• Professional communication skills (in-person, phone, and email)
• Comfortable with basic technology (scanning, uploading, portals, Microsoft Office)
• Positive, team-first attitude with a willingness to jump in where needed
• Ability to manage multiple small tasks and stay organized in a fast-paced environment

What Success Looks Like

• Office runs smoothly and feels welcoming, organized, and professional
• Clients feel taken care of from the moment they inquire
• Team members can rely on timely support for administrative needs
• Documents and client materials are handled accurately and efficiently
• You proactively identify needs and take ownership of solutions

Compensation

• Hourly Rate: $20 – $28 per hour, depending on experience
• Estimated Annual Equivalent: ~$42,000 – $58,000
• Opportunity for growth into higher-level client services or operations roles over time

Why This Role Matters

This position plays a critical role in delivering the Keystone client experience. It supports both our internal team and our clients—ensuring everything runs seamlessly behind the scenes and at the front door.