Office and Client Success Coordinator

About Mesa CPA

At Mesa CPA, our passion for technology drives us to empower business owners across the nation. As a fully virtual firm, we utilize cutting-edge cloud-based technologies to revolutionize how businesses operate, ensuring they achieve profitability and sustainable growth. Our commitment to innovation and excellence has made us a trusted partner in consulting business owners on enhancing their operations, tax planning, and profitability strategies.

• What We Do

We provide comprehensive business solutions through the strategic use of technology. Our process begins with a thorough Business Analysis to understand the unique needs and challenges of each client. By identifying pain points and areas for improvement, we develop and implement a customized platform of integrated software solutions that streamline processes and maximize efficiency.

Following the initial analysis, we focus on Cloud Integration by creating and seamlessly integrating tailored platforms, migrating data, and training teams or accountants to manage the new systems effectively. Our Strategic Coaching ensures that business owners can define and execute intentional goals, fostering intentional growth and operational excellence.

Our commitment to our clients extends to Agility Maintenance and Complete Compliance, ensuring businesses not only adapt to changes efficiently but also remain compliant with all governmental regulations. This ongoing support allows our clients to continuously improve their operations and maintain peace of mind regarding their compliance status.

At Mesa CPA, we are more than just consultants; we are partners in transforming businesses through technology. Join us in our mission to help businesses thrive in a digital age.

• About the Role

At MESA CPA, the Administrative Assistant is more than just a support position; you will be a key player in driving our firm's success. This role requires a proactive individual who thrives in a fast-paced, tech-savvy environment, managing communications and maintaining essential financial records while assisting with payroll processing. You'll play a crucial role in ensuring efficient office operations and delivering exceptional client service, all while contributing to our vibrant culture. As you help shape our firm's future, you'll have opportunities for growth and advancement, making a meaningful impact on both our team and our clients.

• What You'll Be Doing:

As an Office and Client Success Coordinator at MESA CPA, you will support the Partners and Office Manager by managing communications, maintaining financial records, and assisting with payroll processing. Your organizational skills and attention to detail will ensure smooth daily operations, while your role in maintaining our CRM system and participating in workshops and special projects will contribute to our firm's best practices. In our modern, tech-savvy environment, you'll embrace new tools to enhance productivity and have opportunities for professional growth and advancement as you help shape the future of accounting in a vibrant and inclusive community.

• Key Responsibilities:

Manage the inboxes and coordinate communications.

• Maintain and update the CRM system to ensure accurate client records.

Support payroll processing by preparing and maintaining payroll documentation and records.

• File government forms and ensure compliance with regulations.

Conduct research on various topics as requested by the Office Manager or partners.

• Prepare reports and presentations for the partners, assisting in ad hoc projects as needed.

Organize and hold workshops with the team to enhance skills and knowledge.

• Document processes and create standard operating procedures for office tasks.

Provide exceptional client service by addressing inquiries and supporting client needs.

• Qualifications

Experience That Counts: You bring proven experience in an administrative role, ideally within the accounting or finance world. If you have some familiarity with payroll processing, that's a bonus!

Tech Savvy: You're comfortable navigating the Microsoft Office Suite (Teams, Excel, Outlook) and are experienced with accounting software and CRM systems. You thrive on learning new tools and embrace technology to streamline workflows.Communication Maven: Your verbal and written communication skills shine. You can connect with clients, team members, and partners with professionalism and warmth, making everyone feel valued and heard.

• Organizational Ninja with Keen Attention to Detail: Your exceptional organizational skills are matched by your keen attention to detail. You have a knack for spotting inconsistencies and ensuring accuracy in every task, keeping everything in perfect order even in a fast-paced environment.

Creative Problem Solver: You think outside the box and tackle challenges with a curious mind. Your strong analytical skills enable you to research and resolve issues effectively, ensuring smooth operations.

Client-Centric Mindset: Your commitment to client satisfaction is unwavering. You proactively seek to understand and meet client needs, making you a trusted partner in their success.Collaborative Spirit: You thrive in a team setting, bringing positivity and enthusiasm to every project. Your collaborative attitude helps foster a supportive and inclusive work environment.

• Integrity and Discretion: You uphold the highest standards of professionalism and confidentiality. You understand the importance of handling sensitive information with care and respect.

• Compensation and Benefits

Salary Range: $750-$1000/mo

• Annual Retention Bonus: Earn bonuses for your dedication and hard work.

Paid Vacation: Enjoy two weeks of paid vacation each year.

Personal Days: Benefit from five personal days annually to use as you see fit.Remote Work Flexibility: Embrace the flexibility of working remotely, allowing for a better work-life balance.

• System Requirements

Computer: Laptop or desktop with Windows 10 or MacOS

• 15 or higher.
• Memory: Minimum of 8 GB of RAM.

Internet Connectivity: At least 10 Mbps upload and download speeds.

Headset: Noise-canceling headset with a microphone for clear communications.

• Working Hours

Schedule: Monday through Friday, 9:00am -5:00pm ET.

Job Type: Full-time

Pay: Php30,000.00 - Php40,000.00 per month

Experience:

Payroll software: 1 year (Required)