Office Manager

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.