Practice Operations Coordinator

About Obodo Tax
We're a US CPA firm based in San Francisco, providing tax and fractional CFO services to physicians and other owner-operated professional practices. We're small and growing, and this role is central to how the firm runs.
About the role
You'll run the firm's day-to-day operations: keeping client work moving, making sure nothing falls through the cracks, and freeing our founder to focus on clients and growth. You'll work live alongside our US team during Pacific business hours. This is a long-term, full-time contract engagement.
What you'll do
- Onboard new clients: portal invites, engagement letters, follow-up
- Track client documents and follow up on anything missing
- Keep every engagement's status, owner, and next step current
- Send invoices, track payments, and follow up on overdue balances
- Respond to new inquiries and schedule consultations
- Manage the founder's calendar and weekly review prep
- Maintain our prospect list (a small part of the role)
What we're looking for
- 2+ years supporting a US accounting, medical, or legal practice
- Excellent written English; you'll write directly to clients
- Sound judgment on what's urgent and what goes to the founder
- Comfort with client portals, e-signature tools, and online forms
- Organized and self-directed; you catch problems before they slip Nice to have
- Karbon, TaxDome, Canopy, or similar practice software
- CCH Axcess, QuickBooks Online, or Jotform
- Familiarity with the US tax season calendar
Schedule
Monday–Friday, 8:00 AM–5:00 PM US Pacific Time (11:00 PM–8:00 AM Manila time; one hour later from November to March).
Reliable internet, a backup connection, and a quiet workspace are required.
Compensation
$1,300–$1,500 USD per month, based on experience.
Our hiring process
We're hiring quickly and plan to make an offer by Wednesday, September 30.
Shortlisted candidates will be invited to a 45-minute video interview during one of the windows below. Please note that Manila dates are one day ahead of US dates.
- Sun, Sep 27, 5:00–7:00 PM Pacific = Mon, Sep 28, 8:00–10:00 AM Manila
- Mon, Sep 28, 9:00–11:00 AM Pacific = Tue, Sep 29, 12:00–2:00 AM Manila
- Mon, Sep 28, 5:00–7:00 PM Pacific = Tue, Sep 29, 8:00–10:00 AM Manila
- Tue, Sep 29, 9:00–11:00 AM Pacific = Wed, Sep 30, 12:00–2:00 AM Manila
- Tue, Sep 29, 5:00–7:00 PM Pacific = Wed, Sep 30, 8:00–10:00 AM Manila
The interview includes a short live exercise: we'll share a few sample client emails and talk through how you'd handle them.
How to apply
Submit your application through LinkedIn

Work arrangement
Yes