Office Manager / Bookkeeper / Client Relationship Manager
Pioneer Financial
Job Description
Job Description
We are seeking a detail-oriented and dependable Office Manager to join our team. This is a combination role that focuses on office management, bookkeeping, and administrative responsibilities year-round. The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple priorities while ensuring smooth business operations.
This is a full-time, year-round, salaried position with standard working hours being 9:00 am-5:00 pm, with holidays off as well as flexible PTO and sick time to allow for work-life balance. From February 1 through April 15 , during tax season, you will be expected to work 6 days a week (50 hours/week estimated) to serve seasonal demand.
Key Responsibilities:
Tax Season (typically January – April):
- Data Input of client Tax Documents
- Review and verify source documents to ensure accuracy and compliance with tax laws and regulations.
- Communicate with clients to gather necessary tax information and documentation.
- Assist with tax filing deadlines and ensure timely submission of returns.
Year-Round Office Management:
- Oversee daily office operations, including filing, recordkeeping, and supply management.
- Manage accounts receivable and accounts payable, including invoicing, billing, and bank reconciliations.
- Maintain accurate and up-to-date financial records for office and client accounts.
- Assist in payroll preparation and basic financial reporting as needed.
- Support the owner with scheduling, emails, correspondence, and client communication.
- Act as a dispatcher to prioritize client needs and ensure timely responses and follow-ups.
- Maintain confidentiality of sensitive financial and client information at all times.
Qualifications:
- Experience preparing individual and small business tax returns (experience with tax software preferred).
- Familiarity using Microsoft Office and Google Suite (Sheets primarily); QuickBooks experience preferred.
- Excellent attention to detail, organization, and time management skills.
- Strong written and verbal communication skills.
- Ability to multitask, prioritize responsibilities, and work independently.
- Friendly demeanor when interacting with clients.
- Prior experience in an AR/AP and small business management preferred
- Ability to handle confidential information with discretion.
Schedule & Compensation:
- Full-time, in-person position.
- Flexible workload during tax season with peak hours; regular office hours year-round.
- Competitive hourly rate or salary based on experience.
\nCompany Description
Our firm is tax preparation firm that prepares taxes for both business and individual. We are also an investment management firm managing client assets.
Company Description
Our firm is tax preparation firm that prepares taxes for both business and individual. We are also an investment management firm managing client assets.
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Office Manager / Bookkeeper / Client Relationship Manager in South Hadley, MA vacancy
- ...Job Description Job Description Our client in Holyoke, Massachusetts is seeking a detail-oriented Contract Bookkeeper to support day-to-day accounting operations. This... ...organizational skills, and the ability to manage multiple financial priorities in a fast-paced...SuggestedContract work
Robert Half
Holyoke, MA9 days ago $23 per hour
We are looking for a highly organized Administrative Office Coordinator to serve as the heartbeat of our bustling manufacturing... ...will be the primary point of contact for our vendors, clients, and floor supervisors, managing a high-volume reception area with professional flair....SuggestedWork at officeMonday to Friday- ...residents, families and local community. TEAMWORK EXCELLENT BENEFITS STABLE WORK ENVIRONMENT Daily Pay option available!! Business Office Manager: This position requires prior experience working in the business office of a healthcare facility and knowledge of Medicare,...SuggestedDaily paidWork at officeLocal area
South Hadley Rehabilitation and Nursing Center
South Hadley, MA3 days ago - ...Rehabilitation and Healthcare Center as a Business Office Manager Proudly supported by Marquis Health... ...required. Minimum of two (2) years of bookkeeping or business office experience within a... ...ability to build positive relationships and foster trust through collaboration...SuggestedFull timeWork at officeLocal area
Mont Marie Rehab
Holyoke, MA3 days ago $20 - $23.5 per hour
...Job Description Job Description Bookkeeping/Office Assistant Pay: $20.00 - $23.50 per hour Job description: Are you an organized... .... Your day will be filled with variety—greeting visitors, managing calls, entering data, tracking invoices, running errands, and...SuggestedHourly payWork at officeRevere Staffing Partners Corp.
Holyoke, MA25 days ago- ...Mont Marie Rehabilitation and Healthcare Center in Holyoke, MA, is seeking a Business Office Manager to oversee the center's financial operations, billing, compliance, and resident-focused service. This full-time role requires leadership of the business office and collaboration...Full timeWork at office
Mont Marie Rehab
Holyoke, MA3 days ago $47k - $52k
...infrastructure, and relationships we construct—with skill... ...trusted construction management and general... ...serving public and private clients across the Northeast... ...will perform various bookkeeping and accounting duties... ...procedures. Familiar with office procedures,...For subcontractorWork at officeFlexible hours$65k - $80k
...Full Charge Bookkeeper We are seeking a highly skilled and detail-oriented Full Charge... ...and be proficient in Excel and Microsoft Office. Duties and Responsibilities: Perform... ...Excellent organizational and time management skills Ability to prioritize projects...Full timeTemporary workWork at officeMonday to FridayReliable Temps
Agawam, MA3 days ago$21 - $25 per hour
...Administrative Assistant/Bookkeeper Amherst College invites applications for the Administrative... ...administrative support for funding management of the Association of Amherst Students.... ...assist with AAS money management and relationships Qualifications: ~ High School...Hourly payPart timeWork experience placementCasual work$27.54 - $41.37 per hour
...reports for departments and grant managers Provide payroll analysis as... ...and maintain working relationships with organizations, departments... ...Ability to operate standard office equipment. Skill Excellent... ...Support Staff > Accounting/Bookkeeping Support Staff > Human Resources...Bi-weekly payHourly payFull timeWork at officeWork visa$55k - $60k
...Accounts Payable Specialist Our client is a well-established company located in Springfield, MA and is currently seeking an Accounts Payable Specialist to join their accounting team. Why Work Here? Large accounting team with a highly collaborative...Flexible hoursCreative Financial Staffing
Springfield, MA1 day ago$33.38k - $40.11k
...employees in proper payable procedures. Assist others in the Business Office as needed. Assist in annual audit and various University... ...a team environment; establish and maintain effective working relationships with co-workers, faculty, staff, students and vendors. Ability...Full timeWork at officeMonday to FridayFlexible hoursAfternoon shiftBay Path
Longmeadow, MA4 days ago$29.44 - $39.56 per hour
...responsibilities of the position. Working knowledge of modern records management techniques Ability to accurately record and maintain records Ability to establish and maintain effective working relationships with employees, supervisors, and the public Ability to communicate...Hourly payTown of Amherst
Amherst, MA5 days ago- ...Springfield, MA is seeking an Accountant I/Accounts Payable to manage payments for 30+ locations, reconciling documents and ensuring compliance... ...-paced environment. You will use MOSAIC and FMIS along with MS Office to process payments, maintain records, and respond to inquiries...
Massachusetts OSD
Springfield, MA1 day ago - ...Office Assistant Valley Health Systems, Inc., the parent company of Holyoke Medical Center, provides a broad range of physician services in offices conveniently located throughout Western Massachusetts. Our Physician Practice is seeking an experienced Office Assistant...Work at office
- ...Responsibilities Include, But Are Not Limited To: Manage front desk operations, including greeting... ...customer service efforts by addressing client concerns and providing effective... ...Collaborate with team members to enhance office management processes and improve workflow...Work experience placementWork at officeImmediate start
- ...customer service, and general administrative support to department staff. Requirements: High School Graduate; experience in Spanish/English medical/health interpreting; at least two years experience in a physicians office or similar environment. Holyoke Medical CenterWork at office
- ...Job Description Job Description Our client in Amherst, Massachusetts is seeking a Contract Bookkeeper to support day-to-day accounting operations. This role... ...strong bookkeeping experience and the ability to manage financial records accurately in a fast-paced environment...Contract work
Robert Half
Amherst, MA3 days ago - Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...Full time
Globe Life: Moore Organizations
Springfield, MA8 hours ago - ...Job Description Job Description Our client in Agawam, Massachusetts is seeking a detail-oriented Bookkeeper for a contract-to-permanent opportunity. This role... ...-on bookkeeping experience, and the ability to manage day-to-day financial transactions with accuracy...Permanent employmentContract work
Robert Half
Springfield, MA2 days ago $23 - $27 per hour
...customer account situations and provide solutions. Perform basic data entry, Excel, and general office tasks. Maintain regular communication with the General Manager. Skills/Qualifications: Proven experience in Accounts Payable and/or Accounts Receivable....Hourly payFull timePart timeWork at officeLocal areaFlexible hours$22 - $25 per hour
...ideal candidate will be responsible for managing accounts receivable and payable processes... ...effectively with vendors and clients. Job Type: Monday to Friday 8:00 am 4... ...accounts payable, accounts receivable, bookkeeping, or general accounting. ~ Strong understanding...Temporary workImmediate startMonday to Friday$28 - $33 per hour
...administration tasks. Present weekly cash position report to management. Document and assist with billing projections. File and maintain... ...of math and accounting principles. Proficient in Microsoft Office Suite, particularly Excel . Strong overall computer proficiency...Hourly payFull timeContract workTemporary workWork at officeLocal areaImmediate startMonday to Friday$75k - $85k
...Overview Our private dental office is seeking an experienced and motivated Dental Office Manager to join our growing team. We take pride in providing exceptional patient care while fostering a positive, supportive workplace culture for our team. This is an excellent...Full timeWork at officeMB2 Dental Solutions
Northampton, MA2 days ago$62k - $72k
...Dental Office Manager As a Dental Office Manager, you'll play a key role in creating an exceptional experience for our patients while helping your team and practice thrive. You'll lead the day-to-day operations of the office, support team performance, and partner with...Work at officeLocal areaFlexible hoursSmile Brands
East Longmeadow, MA2 days ago- ...Bookkeeper With Leadership Experience (Full-Time, Remote) Anywhere Talent is redefining... ...this role, you will play a key part in managing day-to-day financial operations, including... ...interpersonal skills. Proficiency in Microsoft Office Suite, particularly Excel. Ability to...Full timeWork at officeImmediate startRemote workWorldwide
- ...positive and collaborative work environment ~ offered after 60 days of employment Health insurance Paid time off Office Manager Full-Time | Monday–Friday | Leadership Opportunity in Growing Energy Company Location: West Springfield, MA Join the Nation'...Full timeWork at officeMonday to Friday
Generator Supercenter of Western Mass
West Springfield, MA1 day ago - ...Title: Office Manager Executive Area: Academic Affairs College/School/MBU: Public Health/ Health Sciences Department: Dean... ...developing and managing budgets. Strong interpersonal and relationship-building skills with a diverse population of staff, faculty,...Full timeWork at officeMonday to Friday
UMass Amherst
Amherst, MA4 days ago - WGI, a growing aerospace company, is looking for a skilled Bookkeeper to join our team. The ideal candidate will be well-organized and comfortable... ...years of experience in related field Proficient in Microsoft Office Strong organizational and analytical skills Detail oriented...Full timeWork at office
$20 - $24 per hour
Job Overview A client of Insight Global is seeking a Bookkeeper for its CPA firm. This role is ideal for someone with strong attention to detail, excellent... ...financial statements, ensuring accuracy and completeness. Manage accounts payable and accounts receivable functions....Contract workPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Office Manager / Bookkeeper / Client Relationship Manager. Be the first to apply!
