Document Control and Records Manager - Accounting Firm

Job Description

Job Description

Salary: 20

Document Control and Records Manager - Accounting Firm Miami Area | Full-Time | On-Site

MondayFriday, 9:30 AM 5:30 PM

Compensation:Competitive salary based on experience

ABOUT THE ROLE

We are an accounting firm in the Miami areaseekinga detail-oriented and organized Document Control / Records Manager to own the full lifecycle of our document management operations. You will be the backbone of our records system, ensuring every document is captured, tracked, stored securely, and accessible to the right people at the right time. This is a hands-on, on-site role with direct impact across our corporate office, client-facing operations, and internal teams.

WHAT YOU'LL DO

• Manage the full document lifecycle: intake, logging, storage, retrieval, sharing, and compliant destruction
  
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  Establishand enforce policies for document storage, transmission, and data security
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  Maintainmaster document integrity through access rights and revision controls
• Ensure compliance with applicable data security laws and regulations
  
• Evaluate existing systems and recommend improvements for efficiency
  
• Performaccuratedata entry and analysis of documentationsubmittedby clients and internal teams
• Compile weekly reports on services, portal activity, and document flow for leadership
  
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  Monitorclient accounts and flag inconsistencies or special situations proactively
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  Maintainfolder integrity and document organization within SharePoint
• Administer the client portal: issue credentials, troubleshoot access issues, follow up with clients
  
• Manage records using internal systems; support onboarding of new document management tools
  
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  Act as a liaison between the sales, accounting, and operations teams
  
• Handle time-sensitive items (checks, legal documents) per established protocols
  
• Provide ongoing feedback to ensure efficient internal processes
  

WHAT WE'RE LOOKING FOR

• Fully fluent inbothEnglish and Spanish-required
• Bachelor's degree or equivalent-Required
• Minimum 3 years of experience in data entry, document management, or records administration
  
• Strongproficiencyin Microsoft Office, especially SharePoint and Excel
• Experience with PDF management tools and digital filing systems
  
• Analytical, detail-oriented, and highly organized
  
• Able to work independently with minimal supervision
  
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  Strong communicationskills and customer service orientation
• Ability to multitask and adapt to shifting priorities
  

KEY SKILLS

Excel | SharePoint | PDF Management | Filing Systems | Data Accuracy | Administrative Support | Bilingual EN/ES | Records Management

BENEFITS

• 5 vacation days (grows with tenure)
  
• 5 sick/personal days
  
• 12 WFH days per year
  
• 8 paid holidays
  

Document Control Specialist Document Controller Records Manager Quality Document Control SharePoint Document Administrator