With 60+ years in business, BMF is one of the region’s premier accounting and advisory firms with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized as a 2026 Accounting Today Regional Leader and also a Top 200 Firm by Inside Public Accounting.
JOB DESCRIPTION
The primary purpose of the Operations Coordinator role is to provide a wide array of administrative support services to both our Akron and Cleveland offices. The incumbent of this role will primarily work in the Akron/Fairlawn office with local travel required on a very limited basis.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Update and maintain data in the Firm’s practice management software, Tax Workflow software, and CRM system.
- Responsible for employee onboarding and offboarding including preparing workstations, updating and maintaining office maps, nameplates, and mailboxes.
- Responsible for updating and maintaining the firm’s Learning Management and Compliance Tracking system with oversight from the HR Manager.
- Answer and direct all incoming calls and visitors.
- Greet visitors and direct to appropriate conference room.
- Inbound and outbound mail, including deliveries.
- Maintain Visitor log and Pick Up log.
- Coordination of firm lunches, including lunch meetings, firmwide lunches and related set up and take down as needed.
- Provide administrative support for internal meetings and trainings including scheduling, setup of room, coordinating requested materials/technology, meal pickup, setup, and post-meeting cleanup.
- Responsible for purchasing office supplies, snacks, beverages, etc. and maintaining related inventories.
- Responsible for stocking and maintaining all common areas, including the lobby, café, coffee station, conference rooms, copy rooms, and hotel spaces.
- Firm errands including, but not limited to, Firm banking, deliver/pick up items from clients, pick up of breakfast / lunches as required, monthly Sam’s Club pick up, etc.
- Responsible for overall appearance and functionality of office, including tidying and stocking of break room and copy room/areas, and inventorying related to same.
- Backup for Word Processing and Tax Processing, if needed.
- All other administrative support services and requested and/or required.
OTHER SKILLS AND ABILITIES - Ability to effectively use Microsoft Office software including Word, Excel, and Outlook.
- Demonstrated ability or willingness to learn and apply AI tools, including Microsoft Copilot and similar platforms, to streamline administrative workflows, enhance productivity, and drive operational efficiency.
- Ability to operate office equipment (telephone, scanners, copiers, etc.).
- Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
- Ability to complete work in an efficient and accurate manner.
- Ability to adapt to change.
- Ability to organize work and projects, prioritize and meet deadlines.
- Contribute to a team effort.
- Ability to effectively multi-task.
EDUCATION AND/OR EXPERIENCE
College education preferred, but not required. A minimum of one year administrative experience with another CPA Firm or professional services firm is preferred but not required.Powered by JazzHR