OFFICE MANGER for CPA Firm

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OFFICE MANAGER/ BOOKEEPER CPA FIRM

CPA Firm in Marina del Rey serving clients in entertainment, technology, health and consulting industries for tax and accounting.

Boutique firm with 2 CPAs and 3 accountants.

Full

Job Summary We are seeking a motivated Office Manager with Bookkeeping experience to support our CPA work with tax and accounting clients. The ideal candidate will have a strong organizational background in a service firm (Law, Accounting, Medical) to interface with clients, data files, and track work progress online through to completion of each job or tax return.

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Experience in bank account reconciliations and Quickbooks is required to support client monthly accounting work.

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This operational role will improve efficiency in with client turn-around and services performed in the CPA office.

Responsibilities

• Manage the client database in the office for incoming and outgoing files and communication.
• Manage the office workflow with the CPA principal to support staff assignments and track progress in online software programs.
• Answer telephone calls with CPA and handle service requests, document and delegate to staff.
• Manage basic operations as supplies, mail, as a central coordinator.
• Manage invoicing and payment tracking with CPA / owner for the CPA firm.
• Use QUICKBOOKS for financial reporting and analysis of select celebrity or high net worth clients.
• Provide support for tax and accounting tasks as needed, collaborating with team members on various projects.
• Maintain confidentiality of sensitive information while ensuring compliance with company policies.
• Assist in preparing reports and presentations for management review.

Requirements & Skills

· College/ Bachelor Degree

· Proven experience as an Office Manager for a service firm.

• Communicator and client focused: must have clear and organized writing skills.
• Know and experience of basic accounting principles and practices.

· Excel / Data user. more than 5 year's experience.

• Excellent calendar management skills for scheduling meetings and deadlines.
• Email Outlook deep user; experience in Customer Relation Management systems; database management for web based programs.

· Excellent organizational skills with attention to detail and accuracy.

• Good personality and strong communication skills, both written and verbal, to effectively interact with team members and clients

• Ability to work independently and manage multiple tasks simultaneously in a fast-paced environment.

If you are a motivated individual looking to contribute to a dynamic team while enhancing your management and accounting skills, we encourage you to apply for this exciting opportunity as an Office Manager for CPA Firm.

Job Type:

Pay: $30.00 - $35.00 per hour

Schedule 4 days a week option: M-TH/ FT hours: 32 - 40 per week

Job Types: Full-time, Part-time

Pay: $30.00 - $34.00 per hour

Expected hours: 35 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person