Office Manager

• Answer incoming phone calls in an attentive and timely manner, ensuring excellent client communication
• Coordinate schedules and manage calendars for executives using Microsoft Outlook, including arranging client appointments
• Accurately scan, upload, and organize documents within the Document Management System
• Assemble finalized tax returns and prepare them for delivery to clients, either via mail or electronically
• Create and distribute electronic copies of tax returns to clients as needed
• Maintain office supplies by monitoring inventory levels and placing orders as required
• Process accounts payable tasks, ensuring accurate and timely payments
• Perform receptionist duties, including greeting visitors and handling inquiries
• Ensure the office environment remains organized and efficient, supporting daily operations

• Strong verbal and written communication skills, essential for client interactions and detail-oriented correspondence
• Proficiency in Microsoft Outlook and other general office software
• Exceptional organizational skills and attention to detail
• Ability to handle multiple tasks effectively in a fast-paced environment
• Previous experience in an administrative or office support role
• experience in tax or financial services is an advantage
• Familiarity with document management systems and handling sensitive information
• Ability to work independently while maintaining a collaborative team spirit
• Knowledge of accounts payable processes and general office supply management

Experience in tax or financial services is an advantage

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan