Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.
The Client Success Coordinator-FEB supports the daily operations of our offices and plays a vital part in delivering high-quality service to both external clients and internal staff. Key responsibilities include the focus on efficient and accurate processing of tax returns, including both individual and business filings. This includes preparing and assembling paper and electronic returns, managing e-filing processes, and ensuring compliance with internal workflows and client communication protocols. The position requires regular use of systems such as GoFileRoom, Firmflow, CCH Axcess Tax, Scan & Autoflow, Safesend, and Suralink to manage documents, monitor return status, and update client records. In addition to these key responsibilities, this position also provides front desk coverage, managing communications, handling office logistics, and maintaining confidentiality and professionalism in all interactions.
Job Duties
Client Success Coordinator: Core duties
Demonstrate a strong commitment to client service, supporting both external clients and internal clients
Respond to emails in a timely and professional manner during working hours
Uphold client confidentiality by using secure methods when sharing sensitive information
Provide coverage at the front desk during posted business hours
Greet and assist all visitors, clients, and team members entering the office
Answer and direct phone calls; ensure accurate and appropriate follow-up on any received information
Receive, sort, and distribute incoming mail and deliveries
Ensure the front desk and reception area remain free of confidential client information (e.g., Social Security numbers, bank details)
Serve as a helpful point of contact for staff and clients
Maintain a clean and orderly office environment, including conference rooms, hoteling spaces, and shared areas
Coordinate onboarding and offboarding support related to staff workspace and supplies
Manage inventory and ordering of office, kitchen, and restroom supplies
Order food for team meetings and special events as needed
Keep supply areas organized and conduct regular reviews to purge or donate excess items
Utilize the Robin platform to manage workspace reservations
Encourage staff to reserve workspace independently; proactively assist when appropriate
Monitor and review workspace reservations daily to ensure smooth usage
Ensure all shared spaces are clean, tidy, and ready for use
Operate and provide basic troubleshooting for office equipment, including sending and receiving faxes
Utilize PaperCut application and ensure paper is stocked I printers & copiers
Apply correct postage, manage certified mail, recharge postage machine, and allocate postage costs in Star
Weigh UPS packages, choose cost-effective options, log charges in Star
Set up Teams and other meeting tools in conference room areas as needed
Use Asset Essentials to submit maintenance tickets and escalate urgent facility issues
Enter office and staff expenses in Chrome River as needed
Assist in planning and executing office team-building events, including annual holiday parties, internal celebrations and firmwide events such as Impact Day
Maintain accurate client records by updating Star and/or CRM with changes and new information
Billing responsibilities as needed by office
Other duties as assigned or needed by office/practice area
Client Success Coordinator–FEB: Specific duties
Process tax returns through print and assembly of paper returns, including applicable extensions and estimates, uploading electronic returns to…