Practice Operations Coordinator

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax leader, providing a comprehensive range of services designed to support our clients’ growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical knowledge and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.

KBF is currently seeking an Operations Coordinator to join our Operations team.

The KBF Operations Team is focused on general administration and day-to-day firm operations. KBF Operations Coordinator proactively supports the business leadership and operations team to coordinate and communicate efficiently across several departments and locations. Our Operations Coordinator provides high-quality and timely coordination for various processes and firm-wide initiatives across the firm effectively navigating different systems and business tools. Area of scope includes billing, accounts receivable, client proposals/communications, client tax administration, facilities, and general operations. 
 

Duties & Responsibilities:

• Responsible for managing the functions of the day-to-day operations for assigned offices, regions, and business practices 
• Develop and maintain effective and efficient procedures while coordinating necessary follow-up with cross-functional teams. 
• Create and maintain various digital filing systems in an accurate and organized manner using firm software technologies. 
• Compose and prepare client billings, tax return processing, engagement letters.
• Screen and evaluate incoming and outgoing email correspondence as appropriate.  
• Order and maintain adequate departmental office supplies and process invoices.  
• Consult with management to escalate or initiate relevant and follow-up as required. 
• Effectively communicate with accounting groups to drive work efficiency. 
• Performs other duties as assigned, including ad hoc projects. 

Technical Skill Development:

• Stay current on changes within the profession and business environment.  
• Work and maintain KBF’s various databases. 
• Collaborate with Partners and Managers to devise and implement strategic operations improvements. 
• Evaluate new software releases to determine appropriateness to use new functionality to improve operations effectiveness 

Qualifications: 

• AA or AS degree or equivalent college credits.
• Have a minimum of three years of experience in operations or administration roles.
• Ability to work both independently and as part of a team. 
• Ability to communicate effectively (written and verbal) across all levels of the organization. 
• Exceptional organizational, multitasking, prioritization, and project management skills. 
• Experience with business software like Salesforce, Docusign, CCH, ADP. 
• Proficient in MS Office 365 suite, Sharepoint, and OneDrive. 

This position is not available as a remote/hybrid position.

Lake Oswego, OR

These ranges are specific to potential hires who will work and reside in Oregon, United States if selected for the role.

• Salary Range: $55,000 - $70,000