About this role

Provide full support to our Managing Partners, Tax Preparers, and other staff members.
Perform tasks that include general office administration, client support; calendar management and scheduling; basic human resources functions; software/technology administration and training.
Identify and implement new processes or technologies to improve overall efficiency.
Ensure adherence to company processes and procedures as well as federal and state laws and regulations; train staff as needed on related matters.

Bachelor's degree* with 3+ years of experience in Office Management, Administration, or similar
Prior experience in a client-facing role, such as Customer Service, Sales, Client Support, or Reception.
Tech-savvy; able to master new systems and software packages quickly; high level of proficiency in Microsoft Office (Excel / Word / PowerPoint / Teams)
Excellent verbal and written communication skills; process-driven; detail-oriented; polite yet assertive demeanor.
Prior experience working in an accounting or law firm / medical office / other highly regulated industry strongly preferred.

Office Manager – Executive Assistant

Key skills