Fully Remote Client Operations Coordinator

**ABOUT J. HALL \& COMPANY** We’re a boutique, tech forward tax and accounting firm that works with individuals and small to midsize businesses all over the country. Our goal is to enable our clients to focus on scaling their businesses and living their lives, while we handle the tax and accounting work. At J. Hall \& Company, we’re big on work\-life balance and making sure our team is happy and supported. No endless late nights here: we do everything we can to keep overtime in check during tax season. With flexible hours, a fully remote setup, and a close\-knit team, we believe work should fit around your life—not the other way around. If you’re looking for a place to build your career and make an impact, we’d love to hear from you! **HOW TO APPLY** Submit your application through **Indeed.** **Include:** **1\) Your Resume** (No cover letter—we don't do unnecessary fluff) **2\) A short Loom (loom.com)** **video** (max 3\-5 minutes) We're a tech\-savvy, fully remote company, so we require a 3 to 5 minute video as part of your application. (It doesn't need to be fancy or highly polished—we just want to see that you can communicate clearly and comfortably in this format!) In your video, answer as many of the following as possible within 3\-5 minutes (note that it is required to have video on): * Your name, location, and a fun fact about yourself * What excites you about this role and J. Hall \& Company * Your experience with organization, email organization, as well as having a sense or urgency around things **WHAT YOU'LL DO** In this role, you are helping to play the first line of defense in making sure that clients feel seen, heard, and responded to in an appropriate amount of time\-\-not by knowing the tax code yourself, but by bringing their questions to our team's CPAs and keeping things on schedule. By stepping in and handling administrative tasks (sending and replying to emails, requesting tax documents, following up on outstanding items, and updating internal statuses of returns) you are helping the CPAs of our firm get back to do doing what they do best, and you are greasing the wheels for the entire department to keep running smoothly! Each day you'll use your unparalleled sense of urgency to prioritize tasks, keep projects moving, and make sure nothing falls through the cracks. You don't need a tax or accounting background to be an All\-Star on this team, just bring your expert communication skills, attention to detail, and customer service, and you will be the perfect for this role! **KEY RESPONSIBILITIES** **Tax Operations Support (Administrative)** * Email management (Gmail) \- monitoring and managing inbox daily, throughout the day, and helping to ensure timely responses and follow\-through with clients * Request documents and information from clients (via email and/or portals) * Track receipt of documents and follow up as needed * Update internal systems with client statuses and progress * Maintain accurate records