Customer Support & Office Operations Coordinator

Be the Person Who Keeps Everything Running Smoothly

At Online Accounting, exceptional client service depends on strong organization, clear

communication, and reliable follow-through.

We are looking for someone who naturally enjoys helping others, staying organized, and

making sure nothing falls through the cracks. This role supports both our clients and our

internal team — primarily through email communication, workflow tracking, and administrative

coordination.

Most client communication happens through email, portal messaging, and phone, with

occasional in-person interactions.

If you enjoy structure, helping people, and keeping things organized behind the scenes, this role may be a great fit for you.

Why This Role Matters

This role helps ensure:

✔ Clients receive timely responses

✔ Documents are tracked correctly

✔ Workflows stay organized

✔ Employees get the support they need

✔ The office runs smoothly

You won’t just complete tasks — you’ll help create a reliable and professional experience for

clients and teammates.

This Role Is Perfect For Someone Who Naturally:

✔ Takes ownership of responsibilities

✔ Follows through without reminders

✔ Stays organized even when busy

✔ Communicates clearly and professionally

✔ Notices details others miss

✔ Enjoys helping people

✔ Keeps track of many moving parts

Strengths That Fit This Role Well

We use strengths-based hiring and development. The following strengths often succeed in this role:

 Responsibility — You take ownership and follow through

 Arranger — You enjoy coordinating moving parts

 Communication — You express ideas clearly

 Empathy — You understand client and team needs

 Positivity — You bring steady encouragement

 Relator — You build trusted relationships

 Harmony — You help teams work smoothly

You don’t need all of these — but several should sound like you.

Primary Responsibilities:

Customer & Client Support

 Respond to client emails professionally and promptly

 Assist clients with portal access and document uploads

 Answer phone calls and route requests appropriately

 Follow up with clients for missing information

 Maintain professional communication with clients

Workflow & Tax Support Coordination

(One of the Most Important Parts of This Role)

 Track incoming client documents

 Assign workflow templates in our system

 Notify team members when documents arrive

 Maintain accurate workflow checklists

 Keep client records organized

This role plays a key part in keeping tax work moving forward.

Office Administration

 Schedule client meetings and manage calendars

 Maintain office organization

 Order and track office supplies

 Provide basic technology assistance

 Support team members with administrative needs

Team & Event Coordination

 Help organize team-building events

 Coordinate internal celebrations

 Support company meetings and activities

 Track event logistics

Work Schedule

 Full-time, in-office position

 Monday–Friday

 Start time: 8:00 AM

 Typical workload: 36–40 hours per week

 Efficiency is valued — overtime is rarely required

This schedule works best for someone who prefers structured mornings and consistent

routines.

Requirements:

 Minimum 3 years of administrative, customer service, or office support experience

 Strong written and verbal communication skills

 Excellent organization skills

 Strong attention to detail

 Ability to manage multiple priorities

 Comfortable learning new technology systems

 Reliable and dependable

 Professional demeanor

Preferred Experience (Not Required)

 Customer service experience

 Administrative support experience

 Experience supporting professional teams

 Event coordination experience

 Experience with scheduling or workflow tracking

Our Culture

At Online Accounting, our work is guided by four core values:

Passion — We love helping people

Prestige — We take pride in excellence

Kaizen — We are always improving

Ohana — We support each other like family

We believe strong teams are built on:

✔ Reliability

✔ Communication

✔ Teamwork

✔ Respect

Why People Enjoy Working Here

✔ Supportive team environment

✔ Clear expectations

✔ Organized workflows

✔ Opportunities to learn and grow

✔ A culture that values people and relationships

Our Hiring Process

We follow a structured hiring process to ensure the right fit:

1. Application Review

2. First Interview

3. Panel Interview

4. Skills Assessment

5. Reference Check

6. Offer

How to Apply

Please submit:

 Your resume

 A brief cover letter explaining why this role interests you

Pay: $22.00 - $24.00 per hour

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person