What are the responsibilities and job description for the Front Office & Client Success Coordinator — Where First Impressions Meet Follow-Through position at Roaring Fork Tax & Accounting?
Where First Impressions Meet Follow-Through
Location: In-person at our Basalt, Colorado office (this is non-negotiable)
Reports To: Daniela Barbosa, Client Experience & Success Manager
Schedule: Full-time, hourly (non-exempt). Office open Mon–Thu, 8:30 a.m.–4:30 p.m. Mountain Time, closed Fridays. You'll open the office a little earlier, close a little later, and still work Fridays on catch-up projects training other whacky ideas.
This isn't a "sit at a desk and answer the phone" job — but it's also not a corner-office gig. We're hiring the human who keeps the front of our firm running and represents the kind of mountain-town hospitality our clients actually want from a tax and accounting firm.
You'll be the first impression of Roaring Fork Tax & Accounting — in person, on the phone, and via email. You'll also own a real chunk of the operational machinery: tax workflow support, scheduling, invoicing, client portals, vendor coordination, and yes, office admin stuff like getting the mail, going to the bank, calling vendors, ordering supplies, and maybe even taking the trash out.
If you're hungry, AI-curious, hospitality-minded, and want a career path that could grow into business development for the right person — keep reading.
If two or more describe you, this isn't your seat.
• You think AI is ruining the world. AI is reshaping our industry. We're choosing to lean in. Yes, AI helped write this job description and we think it's better because of that.
• You read tone or motive into neutral feedback, or respond with self-defeating spirals. "This needs to be redone, here's why" is information, not an attack. We need someone who reads "fix this, here's how" and then fixes it.
• You bring personal drama into the workplace. Our team genuinely cares about each other's lives… kids, families, dogs, sheep, doctor's appointments, vacations, real-life stuff. But don't bring your drama.
• You hear "flexibility" or "balance" as permission to coast. Hard deadlines are hard deadlines. Slow seasons aren't where you disappear — they're where great team members get better.
• You expect colleagues to manage your emotions, or escalate friction up the chain instead of handling it peer-to-peer. We hire adults who can have direct conversations, because we want people who build each other up, not tear others down.
• You need 70 hour weeks to feel productive. Outside of peak season, no overtime — full stop.
• You think any part of this work is beneath you. Scanning files, calling vendors, taking the trash out on a slow Tuesday — it's all part of the seat.
You're hungry. You want to grow. Coasting bores you.
You're hospitality- or service-oriented at your core. You've worked at a hotel, restaurant, coffee shop, ski resort, dental office, wedding venue — somewhere where the experience matters and you cared about getting it right.
You're warm, grounded, and direct. You don't perform warmth — you actually have it. You can give and receive direct feedback like a grown adult.
You're AI-curious. Maybe you've poked at ChatGPT or Claude, maybe you use them daily — either is fine. We'll set you up with a dedicated Claude project on day one. You don't need to be an expert. You need to be willing.
You're calm under pressure. Tax season has weeks where the office hums, phones ring, and clients walk in stressed. Chaos focuses you.
You're proactive. You see the FedEx box that needs to go out. You notice the printer is acting up. You handle it.
You take your work seriously, not yourself. Dad jokes welcome. Office dogs welcome.
• Be the first impression of the firm — in person, on the phone, on email — for every client, prospect, vendor, and visitor.
• Handle calls, emails, and requests with responsiveness, judgment, empathy, and professionalism.
• Provide clear guidance and timely follow-up. Escalate cases that genuinely need it; resolve the rest.
• Handle frustrated or anxious clients with calm, emotional intelligence, and a solutions-first mindset.
• Anticipate client experience needs before they become problems.
Tax Workflow Support• Process tax client extensions.
• Handle tax return assembly — make sure returns are saved to the client's vault, mailed, or both.
• Collect electronic and in-person signatures.
• Send out engagement letters to all clients, on time, every time.
• Scan client files into client portals.
Operational Ownership• Keep client contact info up to date, accurate, retrievable.
• Run invoicing in a timely cadence — no client billed late.
• Provide scheduling support for clients, the leadership team, and the broader team.
• Coordinate the unglamorous-but-essential stuff: janitorial, office repairs, water service, printer issues, vendor calls.
Curiosity, Growth & The Path Forward• Get curious about AI. Use the Claude project we'll set up for you on day one.
• Identify opportunities to improve client communications and the overall client experience.
• Embrace change. We're growing fast. Stay flexible.
Tax work is cyclical. Pretending otherwise is how people burn out.
Non-peak season (October 15 through end-ish of January, plus June and July): Office open Mon–Thu, 8:30–4:30 MT, closed Fridays. Your final 8 hours are typically Friday catch-up, which you can do from home. No overtime expected. No overtime wanted.
Peak season (mid-January through April 15, plus extension crunch August 1–October 15): Volume goes way up. Office is still closed Friday, but you'll work five days because you'll need Fridays to get caught up. Goal is staying under 50 hours. We try hard not to break 50 — failed to hit that this year and are actively fixing it.
If 70-hour tax-season hero culture is what you're chasing, this isn't the firm.
We will always need someone owning the front office and client experience. That part isn't going anywhere.
AND — for the right candidate, this seat can evolve. Come in, learn our systems, get great at the role itself. Then during slower periods, lean into developing business development skills — client outreach, retention conversations, referrals, lead nurturing.
For the candidate who proves they want this and develops the skills, there's a real opportunity down the road to earn commissions on revenue you help bring in. We haven't built that commission structure yet because we want to build it with the right person.
• Hungry, motivated, results-oriented. Drive matters more than credentials.
• No formal education required. We care about who you are and what you can do, not what's on a piece of paper.
• Hospitality, retail, restaurant, or customer-facing experience strongly preferred. Industry experience in accounting/tax is not required and may be a slight detriment if you bring "this is how it's done" assumptions.
• AI-curious at minimum, AI-comfortable preferred. Daily ChatGPT/Claude users move to the front of the line.
• Comfort with technology and willingness to learn new tools. We use Microsoft 365, Zoom, Teams, Go High Level, Lacerte, SmartVault, Financial Cents, plus tools we've "vibe coded" in house with AI. You don't need to know these on day one — be comfortable jumping in and figuring it out.
• Strong written and verbal communication.
• Bilingual Spanish/English is a strong plus but not required.
• Local to the Roaring Fork Valley or willing to relocate before start. 100% in-person role.
• No assholes. Collaboration, kindness, and humor go far. Drama, ego, and lone-wolf energy do not.
• No drama. Caring about each other = Good. Gossiping around the water cooler = Bad.
• Direct, honest feedback — kindly delivered. We give it. We want it.
• Coachable and thick-skinned. No ego trips. No hurt feelings.
• Curious about AI. Not a value statement — a business imperative.
• Mountain town energy. Office dogs. Mountain views. Real lives outside of work.
Pay: $26–$32 per hour, depending on experience and skill set. The high end is reachable through tenure, performance reviews, and (for the right person) growing into business development.
Benefits:
• SIMPLE IRA with up to 3% company match
• Health insurance stipend (full-time)
• 3 weeks PTO 9 company holidays (with growth in PTO over tenure)
• $1,000 annual fitness/recreation stipend
• Profit sharing
• Free tax returns prepared by our team
Future commission opportunity: The right candidate has the opportunity to earn commissions on self-generated revenue if and when this seat grows into business development work.
1. Submit your resume.
2. If your resume looks like a fit, we'll send you two next steps: a short Loom video answering our screening questions, and a Culture Index assessment.
3. First interview — culture-fit and mutual screening.
4. Second interview — more technical and operational.
5. Offer for the right candidate.
Applications accepted on an ongoing basis until the right person is found.
Salary : $1,000