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Client Services & Office Coordinator
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John Warekois CPA LLC
Central Point, OR (In Person)
$43,866 Salary, Full-Time
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Job Description
Client Services & Office Coordinator$20-$22/hour + Benefits + Retirement Match + PTO Join One of Southern Oregon's Growing CPA & Advisory Firms Are you highly organized, customer-focused, and the type of person who keeps everything running smoothly behind the scenes? At John A. Warekois CPA, LLC, we're looking for a Client Services & Office Coordinator who will serve as the first point of contact for our clients while helping manage scheduling, client onboarding, office operations, and administrative coordination across the firm. This is more than a front desk role. You'll play a key part in creating an exceptional client experience and helping our tax, accounting, payroll, and advisory teams stay organized and efficient. What You'll Do Welcome and assist clients in person, by phone, and electronically Manage appointments, calendars, and consultation scheduling Coordinate client onboarding and intake processes Maintain client records and workflows within TaxDome Process invoices and client payments Scan, upload, organize, and manage client documents Support tax preparers and department teams with administrative coordination Monitor client pipelines and follow up on outstanding items Maintain an organized, professional office environment Assist with special projects and administrative support as needed What We're Looking For 2+ years of administrative, client service, office coordination, or customer support experience Strong communication and organizational skills Excellent attention to detail and accuracy Ability to manage multiple priorities and deadlines Strong technology skills and ability to learn new systems quickly Professional and client-focused approach Preferred Experience CPA firm, accounting, financial services, legal, healthcare, or professional services environment TaxDome, CRM, or practice management software Client onboarding, scheduling, billing, or document management The Ideal Candidate You are proactive, dependable, detail-oriented, and enjoy helping both clients and coworkers succeed. You take ownership of your work, follow through on commitments, and thrive in a fast-paced professional environment. Schedule Monday-Friday 8:30 a.m.-5:00 p.m. In-office position located in Central Point, Oregon. Why Join JAW? Competitive Pay