Office Manager

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.

At our firm, we're more than accountants—we're trusted advisors and partners to our clients. 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.

Get to Know Us
Want a glimpse into what it’s like to work here? Check us out on Facebook and Instagram (@brewer.eyeington.patout), or visit our website at bepcocpa.com. You’ll see a firm that values relationships, celebrates achievements, and creates space for both meaningful work and a healthy work-life balance.

What You’ll Do
As a Office Manager, you’ll take ownership of your work and contribute directly to the success of our clients and our team. Your responsibilities will include:

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.
• Handle client concerns calmly and professionally, escalating issues when appropriate.
• 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.
• Assist staff by locating client information, researching prior engagements, and identifying responsible team members.
• Maintain organized document storage and filing procedures to ensure efficient access to client records.

Office Operations & Administrative Support

• Manage scheduling of client appointments using Outlook calendars and coordinate with firm staff as needed.
• 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.

Team Collaboration & Communication

• 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.
• Support firm initiatives that enhance client service, communication, and operational effectiveness.

What We’re Looking For
We’re seeking candidates who bring both skill and heart to their work. You’ll be a strong fit if you have:

• Strong verbal and written communication skills.
• Customer service expertise – friendly and patient, able to handle tough difficult situations tactfully and represent the firm professionally.
• Ability to manage multiple tasks efficiently.
• Proficient in Microsoft Office and Adobe Acrobat, including Outlook (calendar management), Word, Excel, and Teams.
• Ability and willingness to learn new technologies, including AI-powered tools.
• Willing to take direction, be coachable, and work collaboratively.
• Ability to perform in a dynamic, fast-paced, and deadline-driven environment.
• Willingness to work extended hours during peak seasonal periods.
  

Preferred Qualifications

• 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.

Core Competencies

• Client Service & Relationship Building
• Organization & Attention to Detail
• Communication & Professional Presence
• Team Collaboration

What We Offer
We believe great work starts with a great workplace. 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
• Firm-paid AICPA & TSCPA memberships
• Firm-paid CPA license renewal and continuing professional education (CPE)
• Paid time off to sit for CPA exams

Health & Wellness

• Medical, dental, and vision insurance options
• Generous paid time off, sick days, and paid holidays
• Paid bereavement leave
• 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
• Paid Fridays off from October 16 to December 31

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.

Apply by clicking here or on the link to the right.

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