Office Manager

Job Description

Joyful Jobs is recruiting on behalf of Kerrie Sivilli Tax and Accounting in the search for an Office Manager. We are a family-owned accounting firm (two generations), known for our loyalty and the thorough work we provide. Our clients trust us to do what we say we will do, and we enjoy working with those who appreciate our sincere, direct, and analytical approach to solving their tax and accounting needs. The Office Manager will play a key role in supporting our accounting staff and ensuring an excellent client experience.

Key Responsibilities:

• Maintain and manage client relationships through direct communication and timely responses

• Handle billing and accounts receivable, including sending invoices through Clover

• Assist accountants with bookkeeping tasks, including data entry, logging information, pulling files, and some basic bookkeeping/administrative support for bookkeeping clients

• Manage the flow of incoming and outgoing client documents, ensuring accurate tracking and organization

• Oversee the client experience for in-person appointments, ensuring a welcoming and professional environment

• Troubleshoot client issues as they arise, particularly with technology such as our client portal

• Ensure extreme attention to detail in all administrative tasks, prioritizing workload and multitasking as necessary

• Manage document signatures and approvals through digital tools

• Provide regular updates on calls, mail, and tasks, particularly during peak periods and when the firm’s leadership is out of the office

Required Skills and Qualifications:

• A minimum of two years of experience in a professional office environment, preferably in an accounting firm

• Proficiency in Microsoft Outlook, Excel, and Word

• Strong familiarity with client portal systems or willingness to learn accounting-specific platforms

• Experience with bookkeeping software such as QuickBooks Online (QBO) is highly desirable

• Excellent written and verbal communication skills

• Ability to manage multiple tasks with extreme attention to detail

• Strong problem-solving skills, particularly related to technology and client interactions

• Associates or Bachelor’s degree is a plus but not required

Work Schedule and Policies:

• The position is fully in-person due to data security policies

• Standard work hours of 8:30a-5p (8:30-6p during tax season), with flexibility for occasional personal appointments

• Anticipate required overtime during tax seasons (mid-January to mid-April and September to mid-October)

• 10 Saturday work days required during tax season

• Enjoy a four-day workweek from May through December

• Must be available to maintain daily operational updates when leadership is out of the office

Compensation and Benefits:

• Competitive hourly pay ($20-23/hr) with expected overtime during peak seasons

• Fully paid comprehensive health, dental, and vision insurance available for employee, along with a retirement plan with employer match

• Generous PTO policy, including 10 days of PTO plus additional days beyond standard holidays (e.g., the Friday after Thanksgiving, Christmas Eve, and the day after tax season ends)

• Potential for annual bonuses after tax season

• Collegial, collaborative, and inclusive work environment

If you are an organized, detail-oriented professional with a knack for technology and a passion for client service, we’d love to meet you! Apply now to join our growing team at Kerrie Sivilli Tax and Accounting.

Additional Information

All your information will be kept confidential according to EEO guidelines.