CA firm operations coordinator

About the Role

The CA firm operations coordinator is a full-time, on-site role based in Mumbai. This role involves coordinating day-to-day operations, including managing workflows, tracking assignments, and supporting the smooth functioning of the firm’s service delivery.

Key Responsibilities

• Coordinate day-to-day operations, including managing workflows and tracking assignments.
• Handle administrative tasks such as scheduling meetings, maintaining records, and assisting with documentation for accounting, audit, and tax-related engagements.
• Liaise with clients for updates, follow-ups, and basic queries, ensuring a professional and timely response.
• Monitor deadlines, support resource allocation, and maintain operational efficiency and quality standards.

Requirements & Tech Stack

• Proficiency in MS Office (Word, Excel, PowerPoint).
• Familiarity with basic accounting or ERP software is beneficial.

Qualifications

• Strong Operations Management skills to coordinate workflows, manage schedules, and support process implementation.
• Solid Analytical Skills to review information, track progress, and assist in data-driven decision-making.
• Effective Communication and Customer Service skills to interact with clients and internal teams.
• Administrative Assistance skills to handle documentation, record-keeping, and general office coordination.
• Strong organizational skills, attention to detail, and the ability to manage multiple tasks and deadlines.
• A bachelor’s degree in commerce, business administration, or a related field is preferred.
• Prior experience in a CA or professional services firm is an advantage.