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 9 days 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... .... 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, MA2 days ago- ...Job Description Job Description Dental Office Managers If you’re the kind of leader who can run the day, build the team, and elevate the patient experience - let’s talk. Affinity Dental Management is a dentist-run organization supporting 45 high-performing...SuggestedFull timeWork at office
Affinity Dental Management
Holyoke, MA13 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$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, MA16 hours ago- ...About the job Office Administrator An innovative and fast-growing company seeking... ...include, but are not limited to: Manage front desk operations, including greeting... ...Support customer service efforts by addressing client concerns and providing effective...SuggestedWork experience placementWork at officeImmediate start
Manufacturing Company
Holyoke, MA3 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, MA2 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, MA1 day ago$16 - $35 per hour
...assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy. Responsibilities include supervising front desk staff,...Hourly payFull timeShift workNight shiftAfternoon shiftHilton
Holyoke, MA16 hours 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, MA16 hours 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, MA16 hours 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, MA1 day ago - ...is transitioning from informal spreadsheet-based bookkeeping to a professional QuickBooks Online environment.... ...accounting fundamentals and comfort working with a small organization that manages multiple grants, a related-party vendor relationship, and capital equipment....Part time
Friends of Lake Warner
Hadley, MA16 hours 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, MA16 hours ago - ...Operations, the System Director will lead the Central Staffing Office (CSO) as a strategic enterprise function—moving beyond transactional... ...staffing capabilities, leveraging analytics to proactively manage demand, surge planning, and capacity constraintsStandardize staffing...Hourly payFull timeContract workWork at office
- ...assignment in Massachusetts. The role will support daily accounting operations, process vendor invoices, perform 3-way matching, and manage communications with vendors. The position requires strong Excel skills, prior AP experience (preferably in manufacturing),...Temporary work
HW Staffing Solutions
Agawam, MA4 days ago $39.86k - $54.95k
...attention to detail. 4. Have the proven ability to calculate, post, and manage accounting figures and financial records. 5. Has prior hands-on... ..., newsletters, and reports as directed. 8.Participates in the office’s cross‑training efforts to maintain continuity and quality of...Work at officeFlexible hoursSocket
West Springfield, MA4 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, MA1 day 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- ...LPVEC in West Springfield, MA seeks an Accounts Receivable Specialist to manage billing, deposits, and AR processing during the school calendar year. You will reconcile ledgers, prepare reports, and support finance operations with strong attention to detail. The role...
Socket
West Springfield, MA3 days ago $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, MA1 day 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, MA2 days ago$30 per hour
...Our construction client is looking for a detailed payroll specialist! Why work here: Stable, growing organization with... ...ability to work in a deadline-driven environment ~ Comfortable managing multiple priorities across different divisions ~ Can be a...Creative Financial Staffing
Chicopee, MA2 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, MA3 days ago- Baystate Health in Springfield, MA is seeking a Full-Time Payroll Associate to join our Payroll Department. You will ensure biweekly payroll is processed accurately and on schedule while supporting timekeeping, taxes, reconciliations, and employee inquiries. You will work...Full time
Baystate Health
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...Flexible hoursCreative Financial Staffing
Springfield, MA4 days ago- ...while guiding multi-site teams to achieve client and business goalsServe as Sodexo’s... ...operations across 5 hospitals. Build client relationships, improve patient and employee... ...measurable, and future-focused.Accountable for managing people, setting direction and deploying...Contract workLocal areaWorldwide
- ...Benefits A 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 Position Summary As the...Full timeWork at officeMonday to Friday
Generator Supercenter of Western Mass
West Springfield, MA4 days ago $500 per month
...bachelor’s degree in Accounting, Business, Finance, or related field preferred Three (3) or more years of experience in business office management Knowledge of state, federal, and/or provincial employment standards and practices Ability to perform or learn budget analysis...Full timePart timeWork at officeSocket
Agawam, MA4 days ago- ...Opportunity: We’re looking for a warm, organized, and proactive Office Manager for our West Springfield location. This is a full-time,... ...above and beyond for every family, building strong, lasting relationships. We continually ask ourselves, "Would we want this for our own...Full timeWork experience placementWork at office
Socket
Springfield, MA4 days ago $58k - $65k
...program, competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as a Dental Office Manager , which at Aspen Dental we call an Operations Manager, you will have the opportunity to give back to communities and...Full timeWork at officeFlexible hoursAspen Dental
Hadley, MA1 day 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!
