Job Description
Job Description
We are a client-focused CPA office looking for a reliable and organized Part-Time Office Manager to keep daily operations running smoothly. This hands-on role is ideal for someone who enjoys variety, takes pride in keeping things organized, and wants to support a close-knit team of accountants. This position is being offered on a temp to hire basis.
Key Responsibilities
- Serve as the first point of contact for clients: answer phones, greet visitors, schedule appointments, and handle general inquiries professionally
- Maintain organized client files and records (both physical and digital) while strictly protecting confidentiality
- Support firm operations in QuickBooks (invoicing, accounts receivable/payable, payment tracking, and light bookkeeping)
- Assist the CPA team during tax season by organizing client documents, preparing returns for review, and helping with e-filing
- Manage day-to-day office functions: order supplies, maintain equipment, coordinate with vendors, and keep the workspace professional and efficient
- Handle general administrative tasks including mail, correspondence, data entry, and workflow coordination with the accountants
- Support basic client onboarding and help maintain an up-to-date client database
Requirements
- 2+ years of office management or administrative experience (accounting, tax, or professional services environment preferred)
- Proficiency with QuickBooks (Online or Desktop) and Microsoft Office Suite (especially Excel and Outlook)
- Strong organizational skills, attention to detail, and ability to manage multiple priorities
- Excellent communication and interpersonal skills with a client-first attitude
- Discretion and integrity when handling sensitive financial and personal information
- Self-motivated and comfortable working independently in a small office setting
- Availability for part-time hours with flexibility to support increased needs during tax season (January–April)