Office Manager- CPA Firm
Office Manager- CPA Firm
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Salary Not Disclosed
1 Vacancy
Job Description
Job Summary:
We are seeking a highly organized and experienced Office Manager to support the daytoday operations of our CPA firm. The ideal candidate will have 57 years of experience in a professional office environment preferably within a CPA or financial services firm. Proficiency in tax paperwork assembly QuickBooks and familiarity with CCH Access is highly desirable.
Key Responsibilities:
Oversee daily administrative operations to ensure the office runs smoothly and efficiently.
Assemble tax return documents.
Manage client records and ensure confidential information is securely maintained.
Assist in maintaining and reconciling financial records using QuickBooks.
Coordinate and support accountants with document preparation and deadline tracking.
Serve as the main point of contact for vendors office supply ordering and IT support coordination.
Assist with scheduling client appointments and internal meetings.
Ensure compliance with firm procedures and industry regulations.
Support onboarding of new staff and providing office systems training.
Utilize CCH Access software for document management and client data input (experience preferred).
Qualifications:
57 years of experience in office management preferably in a CPA or financial services environment.
Proficient in QuickBooks.
Experience with CCH Access is a plus.
High attention to detail particularly with document handling and taxrelated materials.
Excellent organizational timemanagement and multitasking skills.
Strong interpersonal and communication skills.
Proficiency in Microsoft Office Suite (Word Excel Outlook).
Ability to work independently and as part of a team in a fastpaced environment.
Preferred:
Prior experience in a CPA firm or financial services office.
Basic knowledge of bookkeeping and tax terminology.
Required Experience:
IC
Employment Type
Full-Time
