Onsite Office Coordinator

Role Summary
As an Onsite Office Coordinator, you will play a key role in ensuring the success of our new onsite program for the 2025 tax season. Acting as a liaison between the client team members and site contacts, you will prepare office locations for tax expert arrival, ensure smooth onboarding, and handle day-to-day readiness tasks. This is a hands-on, client-facing role where organization, initiative, and professionalism are essential.
 

Key Responsibilities
 

• Prepare locations for launch – Follow a readiness checklist to ensure the office is fully set up for tax expert arrival, including internet, workspace readiness, branding, supplies, and signage.
• Coordinate with onsite contacts – Confirm access, parking, and workspace details; troubleshoot and resolve logistical issues as needed.
• Support setup activities – Assist with installing client branding and materials; provide operational support to the setup team as required.
• Deliver a seamless onboarding experience – Walk new experts through their workspace on day one, ensuring they have everything needed to start work immediately.
• Be the first friendly face – Greet customers prior to expert availability and provide accurate, high-level information about client products.
• Keep operations running smoothly – Address minor facility issues directly or through building management, escalating when necessary.
• Assess and report site conditions – Evaluate the surrounding area for accessibility, suitability, and proximity to competitors.
• Maintain a professional environment – Keep the space tidy, welcoming, and aligned with brand standards throughout the season. Communicate daily updates – Share progress, risks, and any issues with day-to-day managers.
• Engage with the community – Participate in outreach activities as needed, which may include presenting basic program information to visitors, local partners, or community groups.
• Adapt as needed – Take on additional hours or duties as assigned to support program requirements.

Requirements
 

• 1+ years’ experience in office coordination, facilities management, retail/branch openings, or similar client-facing roles.
• Strong customer service and interpersonal skills.
• Self-starter with the ability to work independently and with minimal supervision.
• Comfortable using email, spreadsheets, messaging tools, and documenting site
  conditions.
• Able to lift up to 25 lbs for light setup tasks.
• Professional integrity, sound judgment, and attention to detail.
• Business casual attire required.
• Must pass a background check.
• Completion of an initial skills assessment (serves as the interview) required.
• Valid driver’s license and reliable transportation required; travel between sites may be necessary. Parking costs will be reimbursed per company policy
   

Additional Details

• Each coordinator is typically assigned to one primary location for the duration of the
  assignment.
• All required equipment will be provided.
• Parking costs reimbursed per company policy (if applicable).
• Coordinators will also work closely with both the onsite point of contact and client team members.
• Additional hours and duties may be assigned as needed to support program requirements