Office Manager - Part-time - NW

Job Description

Job Description

We have an immediate opportunity for an Office Manager at a CPA firm.  You will serve as the administrative and client-service hub of the office.  This is a part-time position working about 30 hours a week; however, client is open to full-time hours.

Responsibilities:

• Serve as the central administrative and client-service point person for the firm
• Manage incoming client communications, phone calls, emails, scheduling, and general client requests
• Coordinate tax return workflow, including tracking returns, outstanding information, due dates, extensions, e-file authorizations, and completed filings
• Handle tax return assembly and processing, including scanning, organizing, uploading, and maintaining client documents
• Maintain the firm's monthly and annual due-date tracking system and proactively follow up with staff and clients on outstanding items
• Manage electronic filing procedures, including Forms 8879, e-file acknowledgments, rejected returns, and confirmation of accepted filings
• Coordinate client appointments and maintain the firm's calendars and scheduling systems
• Assist with billing, invoicing, payment follow-up, and other administrative accounting functions
• Maintain accurate electronic client files and assist with document-management projects
• Provide administrative support to the firm's CPA/accounting professionals
• Help manage office operations, supplies, mail, incoming documents, and day-to-day office needs
• During peak tax periods, take ownership of administrative workflow so professional staff can remain focused on tax preparation and client work

Qualifications:

• Must have a High School Diploma or GED
• Associate or bachelor's degree in business administration, accounting, finance, office administration, or a related field preferred, but not required
• Prior experience in a CPA firm, law firm, financial-services firm, or other deadline-driven professional-services environment is strongly preferred
• Tax-season or CPA-firm experience is a major plus, particularly familiarity with tax documents, e-filing, extensions, Forms 8879, and tax-return processing
• Being extremely organized and detail-oriented is a major requirement for this position
• Must have strong written and verbal communication skills with a professional, personable client-service approach
• Must be able to take ownership of tasks and follow them through to completion without constant supervision
• Proficiency with Microsoft Outlook, Word, Excel, and general office technology, with the ability to learn new technology quickly is needed
• Experience working with document-management, workflow, CRM, or practice-management systems is highly desirable
• Must be comfortable working in a small, growing firm where responsibilities are broad and everyone pitches in
• Ability to maintain confidentiality when handling sensitive financial and personal information is mandatory
• Must be dependable and willing to work additional hours during peak periods, particularly February through April and September through October
• Must be looking to become a long-term, integral member of the firm rather than simply perform a defined set of administrative tasks

Only candidates that can pass a background check and drug screen will be considered.  

Visit our Job Board and get a complete list of current Area Temps job openings:

With over 35 years experience in Greater Cleveland and thousands of people employed successfully each year, Area Temps still believes that the best way to serve both our employees and our customers is through personal service. When you apply online, we'll review your work skills and location preferences within 24 hours. Qualified candidates will be contacted to arrange for a personal interview, and our personnel supervisors will work with you to find the perfect assignment.

Full-Service Staffing:
Every year we match thousands of quality employees with rewarding office, industrial, professional, technical and skilled trades opportunities.

City Search Applicant Network:
Our interactive centralized network links our six branch locations, providing unprecedented access to over 80,000 personally interviewed and performance-rated applicants. Clients are guaranteed the best candidates - and job seekers have access to the best opportunities - in the Greater Cleveland area.

Please copy and paste this link into your browser to visit our Job Board and get a complete list of current Area Temps job openings:

Company Description

With over 35 years experience in Greater Cleveland and thousands of people employed successfully each year, Area Temps still believes that the best way to serve both our employees and our customers is through personal service. When you apply online, we'll review your work skills and location preferences within 24 hours. Qualified candidates will be contacted to arrange for a personal interview, and our personnel supervisors will work with you to find the perfect assignment.\r\n\r\nFull-Service Staffing:\r\nEvery year we match thousands of quality employees with rewarding office, industrial, professional, technical and skilled trades opportunities. \r\n\r\nCity Search Applicant Network:\r\nOur interactive centralized network links our six branch locations, providing unprecedented access to over 80,000 personally interviewed and performance-rated applicants. Clients are guaranteed the best candidates - and job seekers have access to the best opportunities - in the Greater Cleveland area. \r\n\r\nPlease copy and paste this link into your browser to visit our Job Board and get a complete list of current Area Temps job openings: