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.
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.
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 a month ago
Similar jobs that could be interesting for youBased on the Office Manager / Bookkeeper / Client Relationship Manager in South Hadley, MA vacancy
$20 - $23.5 per hour
...Bookkeeping/Office Assistant Pay: $20.00 - $23.50 per hour Job description Are you an organized, detail-loving individual who thrives in a... ...functions. Your day will be filled with variety—greeting visitors, managing calls, entering data, tracking invoices, running errands,...SuggestedHourly payWork at officeRevere Staffing Partners Corp.
Holyoke, MA1 day 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$75k - $85k
...opportunities are posted here as they become available. Full time 40 hours, Monday - Friday onsite in Holyoke, MA The Business Office Manager is responsible for all outpatient billing and collection activities and supervision of billing and collections personnel. Responsible...SuggestedFull timeWork at officeLocal areaMonday to FridayFlexible hoursMiraVista Behavioral Health Center
Holyoke, MA12 hours ago$28 - $33 per hour
...contract administration tasks. Present weekly cash position report to management. Document and assist with billing projections. File and... ...understanding of math and accounting principles. Proficient in Microsoft Office Suite, particularly Excel . Strong overall computer proficiency...SuggestedHourly payFull timeContract workTemporary workWork at officeLocal areaImmediate startMonday to FridayLedgent
Springfield, MA1 day ago- Worcester Manufacturing - - Responsibilities: Generate customer invoices; Post daily cash receipts journals; Conduct collections activities; Reconcile payments with internal accounting database; Maintain regular communication with the General ManagerSuggested
Worcester Manufacturing Inc
Palmer, MA2 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, MA3 days ago $22 - $26 per hour
ACCOUNTS RECEIVABLE LONGTERM CARE BILLING SPECIALIST Job Category: Operations Group Requisition Number: ACCOU003978 Full-Time On-site Locations Integritus Healthcare, Inc Pittsfield, MA 01201, USA Pay or shift range: $22 USD to $26 USD. The estimated range is the budgeted...Weekly payFull timeShift workIntegritus Healthcare, Inc.
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...Hourly payFull timePart timeWork at officeLocal areaFlexible hoursManufacturing Company
Palmer, MA3 days ago$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local areaSlice Merchant Services
Holyoke, MA2 days ago- ...and discretion. Work independently, exercise sound judgment, and manage competing priorities while meeting strict payroll deadlines.... ...peers, leaders, and other customers. Proficient with Microsoft Office, including Word and Excel. Adaptable and comfortable learning and...Hourly payFull timeContract workLive inWork at officeMonday to Friday3 days per week
$22 per hour
...Perform order entry and maintain customer account profiles Manage invoicing, cash receipts and billing support functions Prepare... ...Requirements: Have strong interpersonal skills Have excellent organizational skills Have experience with Microsoft Office...Work at officeMonday to FridayHamilton Connection
West Springfield, MA2 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
WGI Inc
Southwick, MA2 days ago - ...are seeking an organized and detail-oriented Bookkeeper to join our team. This role is ideal for an experienced... ...accounting professional who enjoys managing day-to-day financial operations, supporting a collaborative office environment, and contributing to a growing organization...Work at office
Melt-to-Make®
Northampton, MA1 day ago $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 timeInsight Global
West Springfield, MA1 day ago- ...range. 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. Holyoke Medical Center is an independent community hospital that has served...Daily paidWork at office
- We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties... ...the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Full time 223...Full timeContract workSeasonal workLocal area
$20 - $31 per hour
...Payable in Westfield, Massachusetts. This full-time role requires proficiency in MUNIS, Excel, and MS Word. The ideal candidate will manage purchase orders and invoices while ensuring compliance with school and state procedures. Applicants should possess excellent...Hourly payFull timeYoung World Physical Education
Westfield, MA2 days ago- ...Office Assistant Valley Health Systems, Inc., the parent company of Holyoke Medical Center and Holyoke Medical Group, is proud to... ...Practice. In this role, you will be responsible for coordinating and managing all administrative functions of the office. Key...Work at office
Holyoke Hospital
Holyoke, MA2 days ago $22 per hour
...Managing Director at Ascendo Resources NYC (***) ***-**** Accounts Receivable Analyst Location: West Springfield... ..., and skilled in Excel and AR/data entry . Our client is open to training motivated individuals with strong office or customer service experience who are eager to...Full timeWork at officeImmediate startAscendo Resources
West Springfield, MA2 days ago$10k
...closely with Accounts Payable colleagues, Purchasing, Material Management, Inventory Control, and vendors to resolve Received Not Invoiced... ...Traveler, and Clincard. Assist with department mail, inter-office correspondence, and fax distribution as assigned. Maintain an...Hourly payFull timeLive inWork at officeImmediate startMonday to Friday3 days per weekBaystate Health
Springfield, MA3 days ago- ...on critical environmental issues. Job Description Join Clean Water Action and Clean Water Fund Northampton, MA as our Office Manager , supporting field canvass and program staff. This part-time position is 20 hours per week and may be combined with canvassing...Full timePart timeWork at officeFlexible hours
Clean Water Action
Northampton, MA1 day ago $30 - $35 per hour
...position would require 20 hours per week in office. It is a non-benefitted position... ...payroll, involving fostering strong working relationships with program directors across the organization... .... ESSENTIAL RESPONSIBILITIES Chiefly manage and process biweekly payroll with strict...Hourly payPart timeWork at officeSpringfield Jewish Community Center
Springfield, MA13 hours ago$60.3k - $76.56k
...Payroll Analyst Springfield Public Schools CFO BUSINESS OFFICE - Springfield, Massachusetts Open in Google Maps Job Details Job ID:... ...changes will work as planned. Provides guidance and expert advice to management or other groups on technical, systems or process‑related topics...Contract workWork at officeImmediate startYoung World Physical Education
Springfield, MA1 day ago$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 work environment Well...Flexible hoursCFS
Springfield, MA2 days ago$52k - $58k
...Description/Job Summary The Accounts Receivable Clerk in the Office of Student Accounts is responsible for performing a variety of... ...student service. Responsibilities/Duties Maintain and manage tuition receivable accounts, including assessment of charges,...Full timeWork at officeMonday to FridayBaltimore City Community College
Springfield, MA4 days ago$41k - $54k
...Description Job Description Title : Bookkeeper/Accounts Payable Clerk Reports to :... ...and follow up with vendors and sites’ managers. · Make sure all A/P balance with general... ...to ensure the efficient running of the office Qualifications: High school...Contract workWork at office- ...Assistant Department Manager SOUTH HADLEY, MA (44 WILLIAMANSETT STREET) POSITION SUMMARY: Exceed our customers' evolving expectations by preparing and ensuring the freshest quality product while providing World Class customer service and a pleasant and rewarding shopping...Flexible hours
Big Y
South Hadley, MA1 day ago - Creative Financial Staffing, LLC is seeking a Payroll Specialist to manage weekly payroll for union and non-union staff across multiple divisions in Chicopee, MA. The role requires meticulous attention to detail, timely responses to payroll inquiries, and collaboration...
Creative Financial Staffing
Chicopee, MA4 days ago $25 - $28 per hour
...workforce. Key responsibilities include time collection, review, and payroll preparation using ADP, in collaboration with supervisors, managers, HR, and corporate payroll teams. Base pay range $25.00/hr – $28.00/hr Key Responsibilities Monitor daily time and attendance...Hourly payTemporary workShift workVaco by Highspring
Westfield, MA4 days ago- ...Flagship Dental Group in Longmeadow, MA is seeking an experienced Dental Office Manager to oversee the daily operations of our patient-focused dental practice. You’ll be joining an experienced team in a well-established practice with strong systems and operational support...Work at office
Flagship Dental
Longmeadow, MA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Office Manager / Bookkeeper / Client Relationship Manager. Be the first to apply!
