Workflow & Systems Coordinator

Join Our Team as a Workflow & Systems Coordinator

NOTE:  This is NOT a healthcare-related position.

Are you a detail-oriented individual with a passion for process management and system coordination? Azer, Driscoll & DeSimone, LLC, a CPA firm specializing in tax and financial services  is seeking a Workflow & Systems Coordinator to oversee the intake, tracking, and progression of client work through our internal workflow systems. This role is crucial in ensuring that all client information is efficiently managed and moved through the firm while providing support to staff and clients with system-related inquiries. If you thrive in an organized environment and enjoy problem-solving, this position is perfect for you.

Daily Responsibilities:

• Track all client intake related to tax returns and other engagements
• Log and manage client documents and requests within Financial Cents
• Monitor engagement status and identify missing or outstanding items
• Follow up internally and externally to resolve bottlenecks
• Ensure work progresses in accordance with firm processes and deadlines
• Troubleshoot client and firm inquiries related to our internal systems

Required Skills:

• Strong organizational and follow-up skills with high attention to detail
• Comfortable working in workflow management and document tracking systems
• Ability to manage multiple engagements and priorities simultaneously
• Strong communication skills with both internal staff and clients
• Problem-solving mindset with comfort troubleshooting process or system issues

Company Information:

Azer, Driscoll & DeSimone, LLC is a CPA firm specializing in tax and financial services for academic professionals and non-profit organizations. Known for precise accounting practices and a client-focused philosophy, the firm combines traditional values with modern technology.

Salary and Benefits:

Minimum Salary: $41,440.00
Maximum Salary: $50,290.00

Benefits: Health Insurance, 401(k), Flexible Schedules, Vacation Leave, Sick Leave, Holiday Pay, Paid Time Off

DEI Statement:

We are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued and respected for their unique perspectives and contributions.

EEO Statement:

Azer, Driscoll & DeSimone, LLC is an equal opportunity employer and does not discriminate on the basis of race, color, religion, gender, age, national origin, disability, or any other protected status.