Office Manager | CPA Firm

Boston South Shore Area

About Us

We are a well-established public accounting and business advisory firm known for delivering highly personalized service and going beyond compliance to help clients succeed. Our focus is on the bigger picture--minimizing tax liability, planning strategically, and supporting long-term financial growth.

Our client base includes individuals, closely held businesses, nonprofits, and corporations, with a strong concentration of high-net-worth (HNW) clients. Annually, we handle approximately 600 individual tax returns, with roughly 2/3 of these tied to S-Corporations and Partnerships. While about 20% of these engagements are more straightforward, the majority involve complex tax situations including capital gains, investment activity, asset structures, and Schedule C businesses.

We pride ourselves on maintaining a collaborative, supportive, and down-to-earth culture where team members are valued and have a visible impact. As a smaller firm, we offer the opportunity to work closely with leadership and play a meaningful role in both client service and internal operations.

Position Overview

We are seeking a detail-oriented, client-focused Office Manager to serve as the backbone of our office operations. This role is heavy on client service and requires someone who thrives on staying organized under deadline pressure -- particularly during tax season -- while keeping both clients and staff supported day to day.

Key Responsibilities

• Serve as the first point of contact for the office, managing incoming calls and emails with a strong client service focus.
• Manage the flow of incoming client documents and outgoing tax returns, with particular attention to accuracy and timing during filing deadlines.
• E-file completed tax returns.
• Manage day-to-day office needs, including ordering and maintaining office supplies.
• Set up new clients within firm systems as part of the onboarding process.
• Coordinate administrative needs between staff and clients, including preparing IRS forms and obtaining client signatures.

Qualifications

• Prior office management or administrative experience, ideally within a CPA firm, accounting practice, or other professional services environment.
• Strong client service and communication skills, both by phone and email.
• Highly organized, with the ability to manage multiple deadlines simultaneously, especially during peak tax season.
• Comfortable learning and working within firm systems for client onboarding and document management.
• Proficient with general office technology (e.g., Microsoft Office, email, scanning/document management tools).
• Discretion and professionalism in handling confidential client and financial information.
• Self-starter who can work independently and anticipate the needs of staff and clients.

Preferred (Not Required)

• Experience with tax preparation or e-filing software (e.g., UltraTax, ProSystem fx, Drake, Lacerte, or similar).
• Prior experience supporting a tax or accounting team through a full busy season.

Schedule

Standard office hours are:

Monday: 8am - 5pm

Tuesday: 8am - 6pm

Wednesday: 8am - 5pm

Thursday: 8am - 6 pm

Friday: 8am - 5pm

Note: Extended hours may be required during tax deadline periods (e.g., March-April and September-October).]

Compensation & Benefits

Salary range: $85,000-$100,000 + bonus

In addition to a competitive salary, we provide the following benefits:

• Health insurance coverage (medical, dental, vision).
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development and training opportunities.
• Collaborative and supportive work environment.

#DS300