Office Manager

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)