Client Experience And Operations Coordinator

Who We Are:

At RDJ Co. PLLC we are a full service, Houston based advisory firm that provides innovative, forward thinking companies with specialized accounting, tax compliance and advisory services. Our client base includes entrepreneurs, startups, and closely held businesses across several industries, as well as high net worth individuals.

Our mission is simple. We're here to help our clients sleep well at night by being the solution to their problems.

Why Choose Us:

We are not your traditional firm. We're here to shake up the public accounting space with exceptional client service and equally exceptional support for our team. That means self care first, real work life balance, and a modern, diverse, inclusive workplace where visionary leaders can bring their authentic, true selves to the table.

The Role:

This is a full time, in office position. You will be the first voice clients hear on the phone and the first face they see when they walk in. You own the client facing side of our operations. This includes scheduling, document follow up, client communication, TaxDome management, and day to day office administration.

This role is not for someone who needs daily direction. It is for someone who sees what needs to be done and does it.

What You'll Do:

• Answer all incoming calls live and greet in office clients professionally
• Schedule and confirm client appointments and manage the firm's shared calendar
• Follow up on missing client documents with structured, deadline driven outreach
• Log all client interactions and track tasks in TaxDome (our client portal)
• Upload finalized tax returns to the client portal via CCH Axcess
• Qualify inbound prospects using our client intake guide and schedule complimentary 15 minute calls for right fit prospects
• Manage office supplies, incoming mail, and day to day administrative operations
• Assist with CPACharge payment inquiries and route billing questions to the appropriate team member

What We're Looking For:

• 3 to 5 years in a client facing administrative or operations role. Professional services experience strongly required
• Genuinely tech savvy. You learn new software quickly and work comfortably in multiple systems at once
• Self directed. You do not need to be reminded to follow up or told what to do next
• Strong problem solver. You find solutions before escalating
• Exceptional multitasker. You handle calls, clients, and tasks simultaneously without dropping anything
• Professional and polished. Our clients are business owners and high net worth individuals
• Experience with TaxDome, CCH Axcess, or similar platforms is a plus but not required
• Prior experience at a public accounting firm or law firm is a strong plus

Salary: $42,000/year

Location: Houston, TX (In-office)

Schedule:

Full time, Monday through Friday, 9:00 AM to 5:00 PM. In office required.

Tax season flexibility required (January through April and August through October)

How to Apply:

• Email your resume to robyn@rdjco.com