Pay: $60,000.00 - $85,000.00 per year
Why This Is a Great Opportunity
- Take ownership of daily operations at an established, growing accounting firm where your contributions truly matter.
- Enjoy reduced-hours flexibility outside of busy season, providing better work-life balance throughout the year.
- Earn a $2,500 to $5,000 busy-season performance bonus based on team results.
- Become the trusted connection between clients, accountants, and leadership in a relationship-driven environment.
- Work directly with firm owners and have a meaningful voice in improving operations and client experience.
- Enjoy paid time off, firm-paid professional education, and a supportive team that values your expertise.
Location: LaGrange, IN | Full-time, on-site position with reduced-hours flexibility during the off-season. We're looking for someone who enjoys being part of an office team and building lasting client relationships in person.
Note: We're looking for an experienced professional services administrator with strong organizational skills, client-facing experience, and the ability to manage workflows and deadlines. Prior CPA firm experience is a plus, but we're also open to candidates from law firms, insurance agencies, and medical billing offices.
About Us
Confidential Employer. We're an established, client-focused accounting firm committed to providing exceptional service to individuals, families, and businesses. Our team takes pride in building genuine relationships, supporting one another, and creating an environment where clients feel valued and employees can thrive.
Job Description
- Take ownership of daily office operations, keeping client engagements, schedules, and deadlines running smoothly.
- Track accounting and tax engagements from initial intake through completion, ensuring nothing falls through the cracks.
- Coordinate staff assignments, filing deadlines, extensions, and outstanding client documentation.
- Welcome clients, answer calls and emails, manage appointments, and deliver outstanding customer service.
- Coordinate client onboarding, document collection, e-filing confirmations, and engagement paperwork.
- Support billing, invoicing, work-in-progress tracking, and accounts receivable follow-up.
- Manage office supplies, vendors, software renewals, correspondence, and new-hire administrative setup.
- Maintain organized client records and protect sensitive financial information.
- Help clients navigate accounting and tax documentation, whether they prefer paper records, phone conversations, or digital tools.
- Collaborate closely with firm leadership to improve workflows, resolve bottlenecks, and create an exceptional client experience.
Qualifications
- 4+ years of administrative or office operations experience in a professional services environment, such as accounting, legal, insurance, or medical billing.
- Experience coordinating workflows, schedules, client documentation, and deadlines.
- Strong Microsoft Excel skills and familiarity with office management, CRM, or practice management software.
- Basic understanding of accounting, billing, bookkeeping, or tax-related documentation.
- Excellent communication, organization, and client service skills.
- Comfortable interacting with clients by phone, email, and in person.
- Ability to manage confidential information with professionalism and discretion.
- Previous CPA firm experience, QuickBooks, payroll, or sales tax knowledge is preferred.
Why You Will Love Working Here
We believe a great workplace is built on trust, teamwork, and genuine relationships. You'll be a valued part of our daily operations, with the freedom to take initiative and make a difference. Our supportive environment, performance bonus opportunities, and off-season flexibility make this an excellent opportunity to build a fulfilling long-term career.
JPC-2535
Benefits:
- Health insurance
- Retirement plan
- Vision insurance