Workflow & Systems Coordinator

Workflow & Systems Coordinator

NOTE:

This is NOT a healthcare‑related position.

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.

• 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.

• 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.

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.

• Minimum Salary: $41,440.00
• Maximum Salary: $50,290.00
• Employment Type:
  
  Full Time
• Years
  
  Experience:
  
  5 - 10 years
• Bonus/Commission:
  No
• Benefits:
  Health Insurance, 401(k), Flexible Schedules, Vacation Leave, Sick Leave, Holiday Pay, Paid Time Off.

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

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.