Overview Why Gold Leaf Tax Service? At Gold Leaf Tax Service, we're building more than a tax office—we're building a professional organization founded on systems, trust, and exceptional client service. We're looking for someone who wants to build a career—not just fill a position. If you're organized, enjoy helping people, take pride in doing things the right way, and want to grow professionally, we'd love to meet you. At GLTS, we don't simply hire employees—we develop Systems Partners. Every member of our team plays an important role in delivering the Gold Leaf experience. You'll receive training, mentorship, and the opportunity to grow as our firm continues to expand. Who Thrives at GLTS? The people who thrive at GLTS are naturally curious, enjoy solving problems, appreciate organized systems, care about helping others, and take pride in delivering exceptional service. If that sounds like you, we'd love to start a conversation." Join a team where your work matters, your ideas are valued, and your growth is part of our future. Your Opportunity As the Client Success & Operations Coordinator, you will be the first impression of Gold Leaf Tax Service. Your ability to create a welcoming experience, stay organized, communicate effectively, and keep our operations running smoothly is essential to our success. This is more than an administrative position. You will become an integral part of our growing team and receive training in the systems, processes, and client experience that make GLTS unique. If you enjoy helping people, solving problems, learning new skills, and being part of a professional team that values excellence, we'd love to meet you. What You'll Do As a GLTS Client Success & Operations Coordinator, you will: Welcome clients with professionalism, warmth, and exceptional customer service. Schedule appointments and manage the daily office calendar. Assist with new client onboarding and maintain accurate client records. Coordinate secure document collection through MyTaxPortal and other approved systems. Document client communications and maintain detailed case records. Support tax, bookkeeping, payroll, and business compliance workflows. Track follow-up items to ensure client commitments and deadlines are met. Communicate with clients by phone, email, text, and secure messaging. Maintain organized digital files and protect confidential client information. Assist with workflow coordination and administrative projects as the firm continues to grow. What We're Looking For We're looking for someone who is: Friendly, positive, and genuinely enjoys helping people. Highly organized with excellent attention to detail. Comfortable learning new technology and digital systems. Able to prioritize multiple tasks while maintaining accuracy. A strong communicator, both verbally and in writing. Dependable, professional, and committed to confidentiality. Self-motivated with the ability to work independently and as part of a team. Interested in growing with a company that values continuous learning and professional development. Preferred Qualifications While not all are required, these qualifications will help you succeed: Customer service, administrative, office coordination, or receptionist experience. Experience working in a professional office environment. Strong computer skills, including Microsoft Office or Google Workspace. Experience with CRM, scheduling, or client management software is a plus. Experience in tax, bookkeeping, payroll, accounting, banking, or financial services is helpful but not required. High school diploma or equivalent required; additional education or certifications are welcomed. What Success Looks Like Successful team members are people who: Take ownership of their work. Keep commitments to clients and teammates. Learn from feedback and continuously improve. Enjoy creating organized systems and efficient workflows. Represent GLTS with integrity, professionalism, and compassion.

Pay:

$18.00 - $22.00 per hour

Work Location:

In person