Client Relations & Firm Operations Manager

Mohr CPAs LLP; Milwaukee (WI); On-site; USD 65,000 - 80,000; Full time

Job summary

Mohr CPAs LLP, a Milwaukee-based CPA firm, seeks a Client Relations & Firm Operations Manager to enhance client experience and day-to-day operations. You will manage front desk coverage, client document flow, and intake support, with increased ownership over client relations and firm operations over time.

The role emphasizes confidential handling of client information, strong organization, and collaboration with leadership, especially during busy tax seasons.

Qualifications

• Minimum of 2 years of administrative support experience.
• Strong interpersonal and telephone communication skills.
• Service mindset with the ability to build warm client relationships.
• Excellent organizational skills with attention to detail.
• Familiarity with Microsoft 365, Adobe PDFs, client portals, and document workflows.
• Willingness to handle hands-on office administration as part of a broader role.

Responsibilities

• Serve as first point of contact by phone, email, and in person.
• Own front desk and phone coverage during peak seasons.
• Coordinate client tax document intake for existing clients.
• Support tax-season workflows including engagement letters and organizers.
• Coordinate calendars, meetings, and general administrative tasks.
• Maintain confidentiality of sensitive client information.

Skills

Administrative support

Client service

Office operations

Communication skills

Tools

Microsoft 365

DocuSign

Lacerte

SafeSend

QuickBooks

Adobe

Job description

Mohr CPAs LLP is a Milwaukee-based CPA firm focused on tax planning and compliance for high-net-worth individuals, trusts, estates, private foundations, and small businesses. Our work is relationship-driven, detail-heavy, and grounded in long-term client trust.

Position Summary

The Client Relations & Firm Operations Manager will play a central role in both the client experience and the day-to-day operations of the firm. This person will help ensure our clients feel well cared for, communication remains responsive, and the firm stays organized through recurring tax deadlines. Responsibilities will initially include front desk and phone coverage, coordinating client document flow, supporting new and existing client intake, assisting with tax-season administrative workflows, and maintaining a responsive, polished office experience.

Over time, the role is expected to expand in both client-facing and firm-wide responsibilities. Additional responsibilities will be introduced based on demonstrated judgment, accuracy, discretion, initiative and trustworthiness. The long-term goal is for this individual to take increasing ownership of the client experience and key aspects of firm operations, becoming a trusted resource to both clients and the firm’s leadership.

Key Responsibilities

• Serve as the firm's first point of contact by phone, email, and in person, with a warm and professional tone.
• Own front desk and phone coverage, especially during January-April and September-October busy seasons.
• Coordinate client tax document intake for existing clients
• Support tax-season workflows, including engagement letters, organizers, e-signatures, client portals, SafeSend delivery, and PDF preparation.
• Coordinate calendars, client meetings, office logistics, mail, scanning, filing, and general administrative support.
• Use Microsoft 365, DocuSign, Lacerte, SafeSend, QuickBooks, and Adobe to support accurate client and firm operations.
• Escalate client questions appropriately while resolving administrative issues independently when possible.
• Maintain confidentiality and discretion with sensitive personal, financial, estate, trust, and business information.
• Additional responsibilities will be added over time

Required Qualifications

• Minimum of 2 years of experience in administrative support, client service, office operations, or a similar professional environment.
• Strong interpersonal and telephone communication skills
• A genuine service mindset and the ability to build warm, professional relationships with clients
• Strong organizational skills and the ability to track many open items through completion.
• High attention to detail with confidential client information
• Comfortable with Microsoft 365, Adobe PDF tools, client portals, and document management workflows
• Willingness to handle hands-on office administration as part of a broader client relations and firm operations role.

This is a full-time, salaried position with seasonality that follows the tax calendar. Greater availability is expected during our January-April and September-October busy seasons, while summer schedules generally decrease to approximately 25-30 hours per week.

Preferred Qualifications

• Prior administrative experience at a CPA firm or other professional services firm
• Experience with SafeSend, DocuSign, QuickBooks, Microsoft 365, and Adobe
• Experience with client intake, engagement letters, tax organizers or tax return delivery
• Basic bookkeeping, accounting, or tax-process literacy
• Demonstrated ability to improve office processes, reduce follow-up gaps, and protect client responsiveness

Compensation and Work Model

The anticipated salary range for this position is $65,000-$80,000, depending on experience and qualifications. Candidates with a strong background in office administration or professional-services coordination would generally be expected to fall within the lower to middle portion of the range, while candidates with more extensive client relations experience and the ability to take greater ownership of client-facing and firm operations responsibilities may be considered toward the higher end.

As a small firm, every member of our team has a meaningful impact on both our clients and our culture. We are looking for someone exceptional who takes pride in their work, values relationships, and is excited to contribute to a growing firm.

Our Hiring Process

1.Initial Phone Conversation - if your application catches our attention, we will reach out to schedule a brief phone conversation. This is an opportunity for us to learn more about you, your experience, and what you are looking for in your next role.

2.If we think there could be a great fit, we will ask you to complete a personality assessment along with a few short, practical exercises related to the position. We are less interested in perfect answers and more interested in seeing how you think, communicate, organize and approach your work.

3.Candidates who impress us in the first two steps will be invited to our office for a more formal interview. This gives us a chance to dig deeper into the role - and gives you an opportunity to get to know us and the firm.

Our goal is simple: to find the kind of person who, a few months after joining us, has our team and our clients asking, "Where did you find this person? They’re amazing!"