Office Manager
Mohle Adams
Job Description Job Description Duties/Responsibilities:
Oversee daily administrative operations, ensuring an efficient and organized workspace.
Manage administrative professionals in providing clerical support and assigned administrative duties such as answering phones, sorting and distributing mail, setting up new clients, updating existing client address and phone numbers, e-filing tax returns and preparing documents.
Review all processing completed by administrative professionals
Data Administrator for SharePoint, Practice Management Maintenance, and firm wide software.
Facilitate client billing.
Purchase various supplies, furniture and services needed for the office.
Oversee petty cash fund.
Maintain office files; assist in implementing an efficient system for other staff to access files and records.
Oversee printing and mailing out Client Organizers and Firm Christmas Cards.
Organize various Firm Wide events and lunches.
Performs other related duties as assigned.
Required Skills/Abilities:
Proficient with Tax E-Filing (Experience with CCH XCM -Workflow, CCH Axcess Tax, Engagement, Sharefile Portal, Right Signature, and CCH ProSystem Practice Management is preferred)
Ability to type at least 60 words per minute.
Knowledge of office management procedures.
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Proficient with Microsoft Office Suite or related software.
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