Systems & Workflow Admin

Systems & Workflow Coordinator

Administrative Department

Venti Accounting is seeking a full-time Systems & Workflow Coordinator to join our team! We are looking for someone who is extremely personable, detail-oriented, organized, driven, and focused. We're looking for a great communicator and an extremely fast learner. You'll play an important role in how clients, staff, and partners experience our firm.

Primary Focus: This is a designated role within Venti's Administrative Department, serving as front-office point of contact, operational processing, system/data accuracy, and workflow coordination across departments.

WHAT WE ARE LOOKING FOR:

· Personable, warm, and professional — someone who enjoys being the face of the firm and an active team participant

· Strong attention to detail and organizational skills

· Comfortable with technology and systems; process-driven

· Ability to manage multiple priorities, deadlines, and recurring tasks with consistency and accuracy

· Strong problem-solving ability — identifies discrepancies and workflow bottlenecks and follows through to resolution

· Proactive, accountable, and reliable

· Strong communication skills; comfortable coordinating across departments, leadership, staff, and clients

Education:

· College preferred

Ability to Commute:
Work Location: In person — Coral Springs, FL 33071 (Required)

WHAT YOU WILL DO:

Front Office / Client-Facing:

· Be the first point of contact for clients — answer calls promptly and greet visitors professionally

· Manage firm emails and route calls/emails to the right person

· Set and confirm client appointments

· Maintain office inventory and order supplies as needed

· Exhibit polite, effective communication with clients in person and over the phone

Systems & Workflow:

· Maintain accurate client data across systems; ensure proper system usage and data integrity so nothing falls through the cracks

· Monitor and manage workflow progression across departments; track deadlines and outstanding tasks

· Monitor recurring workflow control tasks, comparisons, and operational reporting

· Coordinate communication between departments, team members, and admin functions

· Identify and resolve system, processing, data, and workflow issues

· Manage and organize client records and documents; support portal uploads, tax return delivery, and document handling

· Assist with tax-season operational support, including extensions, filters, document flow, and high-volume communication

· Support onboarding/training of administrative staff and client onboarding coordination

· Maintain confidentiality of client information

WHAT'S IN IT FOR YOU:
Business-casual office (yes, jeans are fine). Monthly luncheons for staff anniversaries and birthdays. Team-first culture — we win as a team. We value passion for our purpose, empathy for others, and encourage owning your role and challenging the status quo. Client hours: 8:30 a.m.–5:00 p.m., business days.

Job Type: Full-Time
Salary: $50,000 – $54,000

INTERVIEW PROCESS:

1. Apply to the position

2. We review applicants and reach out to aligned candidates

3. 15–20-minute initial video screening via Zoom.

4. In-person interview

5. Final decision and notification

ABOUT US:
Venti Accounting has proudly served our community for over 30 years. We are committed to integrity, excellence, and proactive client service, helping small business owners achieve their financial goals.

Pay: $50,000.00 - $54,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $50,000 - $54,000