Client Operations Associate
EJT CPA is seeking a Client Operations Associate to serve as the primary coordinator for client engagements. This role combines client service, project management, and accounting operations. The ideal candidate is highly organized, proactive, detail-oriented, and passionate about delivering an exceptional client experience.
Key Responsibilities
- Serve as a primary point of contact for assigned clients
- Coordinate client onboarding and ongoing communications
- Manage document requests and follow up on outstanding items
- Track deadlines and deliverables across bookkeeping, tax, payroll, and advisory engagements
- Maintain workflow and project management systems
- Assist with monthly close processes and financial reporting support
- Prepare meeting agendas, action items, and client summaries
- Identify process improvement and automation opportunities
- Ensure a high level of responsiveness and professionalism in all client interactions