Client Success Coordinator

Rea is a growing Top 100 business advisory & accounting firm providing our clients services intax, 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 and Florida, 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 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 Go File Room , 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.

• 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 Paper Cut application and ensure paper is stocked – 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 elevate 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

• Process tax returns through print and assembly of paper returns, including applicable extensions and estimates, uploading electronic returns to Safesend to deliver to client, as well as batch extending returns and ensuring necessary documents are stored in Go File Room  and updating workflow in Firmflow
• E‑file tax returns after signed…