Office Manager

The Office Manager directly impacts the firm’s ability to service clients and to attract and retain quality team members. The Office Manager will be responsible for the day-to-day office operations and assisting the leadership team with projects and programs to meet firm goals.  

Essential Position Responsibilities: 

• Play an integral role in the tax process to include coordinating the facilitation of the inflow of information, processing of client deliverables, coordination of e-file and electronic delivery of tax returns 

• Maintain documentation and improve efficiencies and standardization of firm processes and procedures 

• Manage vendor relationships, office equipment and office supplies inventory and place orders as necessary 

• Coordinate and manage maintenance of building and grounds including day to day building cleanliness and recommendations for building maintenance and updates 

• Provide other administrative support as necessary, including scheduling and coordination of office or firm-wide events, training and other meetings 

• Supervise, mentor, train and oversee day-to-day operations for administrative team members 

• Oversee day-to-day operations of accounts receivable and accounts payable including daily posting of client payments and bank deposits, posting and printing client invoices and statement printing, coordinating payable and expense reimbursements for payment in accordance with firm policies and procedures 

• Partner with human resources on the coordination of recruitment and onboarding of new team members 

• Assist firm marketing team with coordination of local marketing efforts including building community relationships 

Keys to Success: 

• Efficient use of standard technology including Microsoft Office applications 

• Attention to detail and strong problem-solving skills 

• Establish and maintain effective working relationship with co-workers and clients 

• Operate in a manner consistent with the Firm’s core values 

• Associate degree in business or relevant work experience required 

• 3+ years of office manager experience preferred 

• Strong technology skills including Microsoft Office applications 

• Ability to work on multiple projects and meet deadlines 

• Ability to communicate clearly in writing and verbally 

• Team player 

• Ability to think innovatively 

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.