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We are looking for an experienced Office Administrator to support daily operations in our office through a contract engagement. This position is well suited for someone who thrives in a fast-moving, organized setting, enjoys creating order across administrative functions, and delivers a high-quality experience for both clients and internal staff. The role will oversee office coordination, document management, billing support, and technology-related administration to keep the workplace running efficiently.
Job Responsibility
Maintain firm’s workflow/task list, including setup of new clients in the system, and updating as client projects are completed
Assist with inflow of paper and electronic tax documents, scanning, and workpaper setup
Assist with implementation of AI tools to improve the efficiency of our processes
Assemble completed tax returns for delivery to clients, including obtaining esignatures and e-filing of documents
Prepare and e-mail invoices and follow up on accounts receivable
Answer main phone line and assist clients with general administrative matters
Greeting clients as they enter and seat them in conference room
Maintain online client portal, which is updated as new tax filings are completed
Communicate with software providers and third-party IT providers to ensure software is functioning and up to date
Printing and mailing of annual tax organizer packages (late December/early January)
Maintain website
Prepare envelopes and packages for mailing, prepare certified receipts (as needed), and trips to post office
Organize paper files in file room (we have both electronic and paper files)
Order office supplies as needed
Requirements
5+ years of experience in office management, office administration, or a similar operational support role
Strong administrative office skills, including coordinating multiple priorities with a high level of accuracy and follow-through
Experience handling office supply management, including monitoring inventory and placing orders when needed
Familiarity with billing support functions such as accounts payable or invoice processing and receivables follow-up
Proven ability to perform receptionist and front-desk responsibilities with strong client service skills
Excellent written and verbal communication skills, along with strong organizational and problem-solving abilities
Comfort using a range of software applications and learning new technology tools in an office environment
What we offer
medical, vision, dental, and life and disability insurance