Office Coordinator Part Time

Join a Firm Where Your Work Matters

We're looking for an Office Manager to join our growing accounting firm. If you thrive on variety, value integrity, communicate effectively, and enjoy helping clients solve complex challenges, you'll feel right at home here. We foster a culture that balances professional excellence with flexibility, career growth with personal wellbeing, and high standards with a supportive, family-friendly environment. As the profession continues to evolve, we embrace technology and encourage every team member to continuously develop their technical skills while confidently adopting new software and AI-powered tools that enhance efficiency and client service. As an Office Manager, you’ll serve as the primary front‑office coordinator responsible for client experience, administrative workflow support, and day‑to‑day operational organization within the office. This role ensures that clients receive responsive, professional service while supporting internal teams through efficient communication, document management, and coordination of administrative processes. Check us out on Facebook and Instagram (@brewer.patout), or visit our website at bepcocpa.As a Office Manager, you’ll take ownership of your work and contribute directly to the success of our clients and our team. Client Service & Front Office Operations

Greet clients and visitors professionally and create a welcoming office environment. Answer and direct phone calls, ensuring messages and client requests are routed to the appropriate team member. Manage intake of client documents and ensure information is properly organized and delivered to the correct staff. Assist clients with general inquiries and help coordinate responses from tax or bookkeeping staff. Deliver completed tax returns to clients and assist with invoice presentation and payment processing. Support the onboarding experience for new clients and assist with initial information collection. Administrative Workflow Coordination

Monitor and manage administrative tasks associated with tax return delivery, document routing, and client communications. Utilize firm software systems including XCM, Practice Management, Document, and SafeSend to support workflow coordination. Track task status and assist with moving work through the administrative stages of the firm’s workflow. Maintain organized document storage and filing procedures to ensure efficient access to client records. Office Operations & Administrative Support

Assist with scanning, filing, data entry, and general administrative support tasks. Process deposits, assist with accounts receivable, and support payment tracking when needed. Maintain office supply inventory and coordinate ordering as necessary. Assist with administrative coordination between multiple firm offices when needed. Serve as a communication link between clients and firm staff, ensuring information flows accurately and efficiently. Collaborate closely with the administrative team to ensure consistent service standards across offices. Participate in administrative meetings and contribute ideas for improving client experience and workflow efficiency. Customer service expertise – friendly and patient, able to handle tough difficult situations tactfully and represent the firm professionally. Proficient in Microsoft Office and Adobe Acrobat, including Outlook (calendar management), Word, Excel, and Teams. Willingness to work extended hours during peak seasonal periods. Prior experience in office administration, reception, or customer service roles. Experience working in the accounting/tax industry. Experience using workflow or document management systems. Experience with managing accounts receivables. Client Service & Relationship Building That’s why we invest in our people through meaningful benefits, professional development opportunities, and a culture that supports both personal and professional well-being. Compensation & Financial Benefits

Competitive salary with performance-based bonus compensation plans SIMPLE IRA retirement plan with firm contributions Medical, dental, and vision insurance options Generous paid time off, sick days, and paid holidays Supportive work-life balance with a flexible work schedule Community & Culture

Paid volunteer hours and firm-wide community service activities Vibrant, family-friendly office environments Regular firm socials, team-building activities, and a fun, collaborative atmosphere If you’re looking to grow your career with a firm that values people as much as performance, we’d love to hear from you. Visit our website and social media pages: