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.
