Operations Coordinator

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.