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Tax Office Coordinator / Administrative Manager

Hymes Barrera & Kim Cpa, Llp

  • Bronxille, New York
  • 30+ days ago
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    Skills

    • Accountingunmatched
    • Accounting Softwareunmatched
    • Administrative Managementunmatched
    • Administrative Skillsunmatched
    • Bookkeepingunmatched
    • Calendar Managementunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Computer Skillsunmatched
    • Copying Machinesunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Document Managementunmatched
    • Document Scannersunmatched
    • Establish Prioritiesunmatched
    • Fax Machinesunmatched
    • Financeunmatched
    • High School Diplomaunmatched
    • Legalunmatched
    • Mail Processingunmatched
    • Microsoft Outlookunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Office Equipmentunmatched
    • Office Managementunmatched
    • Organizational Skillsunmatched
    • Plan Meetingsunmatched
    • Presentation/Verbal Skillsunmatched
    • Printersunmatched
    • Printingunmatched
    • Professional Servicesunmatched
    • Reporting Skillsunmatched
    • Resolve Customer Issuesunmatched
    • Tax Accountingunmatched
    • Tax Returnsunmatched
    • Tax Softwareunmatched
    • Telephone Skillsunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    Benefits:
    • Paid time off
    Benefits/Perks
    Paid Time Off
    Career Growth Opportunities 
    Annual performance-based bonus opportunity 
     
    Job Summary
    We are seeking a motivated, organized, and professional Office Manager / Office Coordinator to join our tax and accounting office. In this role, you will provide administrative, clerical, and client service support to ensure the office runs smoothly and efficiently.
     
    The ideal candidate has experience in a tax, accounting, bookkeeping, finance, or professional services office and is familiar with tax return documents, client paperwork, confidential records, and filing deadlines. This person should be detail-oriented, dependable, comfortable communicating with clients, and able to manage multiple priorities in a fast-paced environment, especially during tax season.

    Responsibilities
    Develop, update, and maintain office procedures
    Create and maintain an organized filing system for client records, tax documents, correspondence, and office files
    Greet clients and visitors in a professional, friendly manner
    Answer incoming calls, take messages, and route calls to the appropriate team member
    Schedule client appointments and maintain the office calendar
    Assist with client intake by collecting, organizing, scanning, and tracking tax return documents
    Maintain the confidentiality of client records, tax information, financial documents, and sensitive personal information
    Follow up with clients regarding missing documents, signatures, completed returns, and appointment reminders
    Organize meetings and take accurate notes or minutes as needed
    Write emails, memos, letters, and other correspondence, and distribute them appropriately
    Perform basic bookkeeping or administrative accounting tasks as needed
    Assist with preparing company reports and internal office tracking
    Coordinate office supplies, mail, scanning, printing, copying, and other day-to-day office operations
    Address and resolve client questions or concerns professionally
    Support accountants, tax preparers, and staff during tax season and other filing periods

    Qualifications
    High school diploma or GED required; an associate’s degree, administrative training, or related office experience preferred
    Previous experience as an Office Manager, Office Coordinator, Administrative Assistant, Receptionist, or similar role
    Experience in a tax, accounting, bookkeeping, financial, legal, or professional services office preferred
    Experience handling tax return documents, client financial records, or confidential paperwork is strongly preferred
    An understanding of basic bookkeeping principles is preferred
    Strong attention to detail and accuracy in handling client documents and meeting deadlines
    Familiarity with standard office equipment, including printers, scanners, copiers, and fax machines
    Excellent computer skills, including Microsoft Word, Outlook, and PowerPoint
    Experience with document management, scanning, filing, or tax/accounting software is a plus
    Highly organized with excellent time management skills and the ability to prioritize multiple tasks
    Excellent written and verbal communication skills
    Friendly, professional demeanor and strong client service skills
    Ability to maintain confidentiality and handle sensitive information with discretion

    Schedule and Availability
    Extended hours are required during tax season. Candidates must be able to work overtime during peak filing periods, including evenings and weekends as needed. Availability and flexibility during tax season are essential for this role.

    Compensation: $25.00 - $30.00 per hour




    Numbers & Facts

    LocationBronxille, New York
    Websitehttps://www.hymescpa.com/

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