Office Manager / Bookkeeper / Client Relationship Manager

We are seeking a detail-oriented and dependable Office Manager to join our team. This is a combination role that focuses on office management, bookkeeping, and administrative responsibilities year-round. The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple priorities while ensuring smooth business operations.

This is a full-time, year-round, salaried position with standard working hours being 9:00 am-5:00 pm, with holidays off as well as flexible PTO and sick time to allow for work-life balance. From February 1 through April 15, during tax season, you will be expected to work 6 days a week (50 hours/week estimated) to serve seasonal demand.

Key Responsibilities:

Tax Season (typically January – April):

• Data Input of client Tax Documents
• Review and verify source documents to ensure accuracy and compliance with tax laws and regulations.
• Communicate with clients to gather necessary tax information and documentation.
• Assist with tax filing deadlines and ensure timely submission of returns.

Year-Round Office Management:

• Oversee daily office operations, including filing, recordkeeping, and supply management.
• Manage accounts receivable and accounts payable, including invoicing, billing, and bank reconciliations.
• Maintain accurate and up-to-date financial records for office and client accounts.
• Assist in payroll preparation and basic financial reporting as needed.
• Support the owner with scheduling, emails, correspondence, and client communication.
• Act as a dispatcher to prioritize client needs and ensure timely responses and follow-ups.
• Maintain confidentiality of sensitive financial and client information at all times.

Qualifications:

• Experience preparing individual and small business tax returns (experience with tax software preferred).
• Familiarity using Microsoft Office and Google Suite (Sheets primarily); QuickBooks experience preferred.
• Excellent attention to detail, organization, and time management skills.
• Strong written and verbal communication skills.
• Ability to multitask, prioritize responsibilities, and work independently.
• Friendly demeanor when interacting with clients.
• Prior experience in an AR/AP and small business management preferred
• Ability to handle confidential information with discretion.

Schedule & Compensation:

• Full-time, in-person position.
• Flexible workload during tax season with peak hours; regular office hours year-round.
• Competitive hourly rate or salary based on experience.

Our firm is tax preparation firm that prepares taxes for both business and individual. We are also an investment management firm managing client assets.