Demo

Office Manager

Platform Accounting Group
Fremont, CA Full Time
POSTED ON 1/2/2025
AVAILABLE BEFORE 2/28/2025

Due to continuing growth, our team is looking to add an Office Manager. The Office Manager will serve on the front lines of what we do every day. The number one goal of a successful Office Manager is to set a solution driven, customer centric, positive tone with clients. Behind the scenes, you will be expected to proactively work with the office Director to make sure our team is operating at full capacity and nothing is falling through the cracks. Software and process adoption is expected from every Office Manager.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 38 offices in 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

  • Front office management serving clients, staff and vendors.
  • Manage projects and workflow from drop-off to delivery, including scanning, filing and processing information.
  • Follow detailed procedures accurately and efficiently.
  • Provide the highest level of service to our clients with timely responses and resolutions.
  • Professional business writing for client and government correspondence.
  • General office duties, including phones, scheduling, filing.
  • Maintain Accounts Receivable and Payable, manage department expenses.
  • Assist with other projects related to accounting and tax.

What we look for:

  • Professional office experience 2 yrs required, proficient with Microsoft Office
  • QuickBooks, A/R and A/P experience preferred
  • Superior attention to detail and ability to multi-task
  • Excellent verbal and written communication skills
  • Independent worker and learner, willingness to take on new tasks
  • Ability to self-manage projects, proactive problem solving, analytical skills
  • Ability to learn, understand and utilize new technology systems quickly
  • Exceptional customer service skills
  • Associate's Degree required, Bachelor's degree preferred

What we offer:

  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits

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