Operations Coordinator for CPA Firm - 100% Remote

$52,000 - $65,000/Yr

My CPA Coach

Full-time - Entry Level

Remote

About the position

Our growing CPA Firm has an immediate opening for an Operations Coordinator. We are seeking an experienced individual to oversee the daily operations of our busy accounting firm. This position will be responsible for guiding and managing a variety of general office functions, such as recruiting, human resources, billing, payroll, and collections. Applicants must possess prior experience in administration, management or human resources; strong administrative and organizational skills; excellent planning and time management; the ability to work independently and as part of a team; and proficient computer skills in Microsoft Excel or Google Sheets. In this role, you will join a fast-growing company with the opportunity to grow while working from home, as this position is 100% remote. You will be responsible for screening, interviewing, hiring, and onboarding new staff into our CPA firm via Zoom. Additionally, you will prepare reports on the status of client projects, payroll, and collections, and provide as-needed assistance on marketing and/or client projects. The ideal candidate will have at least 2 years of administrative, recruiting, or management experience, be confident in communicating with staff and clients independently, and possess strong verbal and written communication skills. Strong analytical and problem-solving skills are essential, as is the ability to work effectively and efficiently on tasks.

Responsibilities

• Oversee and manage all aspects of the firm's recruiting functions, including phone screens, video interviews, offer letters, and employee onboarding.
• Review and manage staffing levels to ensure that the firm has adequate staff to fulfill client engagements.
• Review and manage billing, accounts receivable, and collection efforts to ensure that outstanding invoices are paid and collected.
• Assist with client onboarding, as-needed, to ensure that clients are setup for success with the firm.
• Assist with marketing tasks, as-needed, to publish online marketing content such as blogs, social media posts, email newsletters, or other tasks.

Requirements

• At least 2 years of administrative, recruiting, or management experience.
• Strong administrative and organizational skills.
• Excellent planning and time management skills.
• Ability to work independently and as part of a team.
• Proficient computer skills in Microsoft Excel or Google Sheets.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance