Accounting & Operations Coordinator

Accounting & Operations Coordinator (Remote)

About Hathorn Advisory Group

Hathorn Advisory Group is a growing U.S.-based CPA and advisory firm focused on helping businesses stay organized, financially healthy, and operationally efficient. We support clients through bookkeeping, accounting, advisory, tax coordination, and operational support services.

We are looking for a reliable, detail-oriented Accounting & Operations Coordinator who can help support both bookkeeping work and the day-to-day operational flow behind client engagements.

This is a long-term remote opportunity for someone who is organized, proactive, responsive, and comfortable managing multiple priorities in a fast-moving professional services environment.

You will work directly with firm leadership and play an important role in helping the firm stay organized, efficient, and responsive across client projects.

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Key Responsibilities

Bookkeeping & Accounting Support

* Manage bookkeeping updates using QuickBooks Online
* Enter, categorize, and review transactions
* Assist with bank and credit card reconciliations
* Track accounts payable and accounts receivable items
* Maintain accurate financial records and supporting documentation
* Support monthly bookkeeping updates and reporting tasks
* Assist with accounting cleanup and transaction review projects

Client Operations & Administrative Support

* Support new client onboarding and setup
* Organize client files, documents, and internal records
* Send follow-ups for missing documents and outstanding items
* Help clients access portals and complete onboarding steps
* Update internal trackers, CRM systems, and project management tools
* Maintain organized workflows and status updates across engagements

Tax & Client Follow-Up Support

* Follow up with clients regarding missing tax documents
* Track return status, outstanding items, and client action steps
* Organize tax-related administrative tasks and updates
* Help maintain accurate internal tracking during tax season

Project & Internal Operations Support

* Update project tasks, deadlines, and workflow notes
* Help maintain organized internal processes and checklists
* Support proposal preparation and engagement documentation
* Assist leadership with operational and accounting-related follow-up tasks
* Help keep projects moving forward efficiently and on time

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Required Skills & Qualifications

* QuickBooks Online experience required
* Understanding of bookkeeping and basic accounting principles
* Strong organizational and task management skills
* Excellent written and verbal English communication
* Strong attention to detail and follow-through
* Ability to manage multiple tasks and deadlines
* Comfortable handling confidential financial information
* Experience using Google Workspace, Microsoft Office, or similar tools
* Ability to quickly learn new systems and workflows

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Preferred Experience

* Experience supporting a CPA firm, bookkeeping firm, or professional services business
* Experience with client onboarding and document collection
* Familiarity with CRM systems or project management tools
* Experience with bookkeeping cleanup projects
* Experience supporting tax preparation workflows
* Strong client communication and follow-up skills

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Ideal Candidate

The ideal candidate is dependable, organized, responsive, and proactive. This person should be comfortable balancing bookkeeping responsibilities with operational coordination and client follow-up.

We are looking for someone who:

* Takes ownership of assigned work
* Follows through consistently
* Communicates professionally
* Pays close attention to detail
* Stays organized under pressure
* Is comfortable working in a growing, fast-moving environment

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Tools & Platforms

* QuickBooks Online
* Google Workspace
* Microsoft Office
* CRM systems
* Project management tools
* Client portals

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Work Environment

* Fully remote position
* Long-term opportunity
* Consistent workload and growth potential
* Work directly with U.S.-based firm leadership
* Collaborative and professional environment

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Technical Requirements

* Reliable high-speed internet connection
* Reliable computer/laptop
* Quiet work environment
* Ability to work during overlapping U.S. business hours preferred