Client Services & Office Operations Lead

Carr Talent Acquisition; Greencastle (IN); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Paid holidays and flexible paid time 0

Continuing education opportunities

Potential bonus opportunities tied to 

Flexible paid time off

Job summary

Carr Talent Acquisition in Greencastle, PA is seeking a highly organized, relationship-focused Client Services Manager to help keep our tax office running smoothly while delivering exceptional service to our clients.

This on-site role combines office management, client service, workflow coordination, and administrative leadership in a small, community-minded practice serving Amish, Mennonite, and other Plain communities.

Qualifications

• Previous office management, client service, administrative, or practice management experience
• Excellent communication and interpersonal skills
• Strong organizational and multitasking abilities
• Ability to build trust and lasting relationships with clients
• High level of integrity, professionalism, and discretion
• Strong computer skills and willingness to learn new software
• Ability to work independently while supporting a collaborative team
• Experience in an accounting, legal, financial services, medical, or professional office is preferred but not required

Responsibilities

• Welcome clients visiting the office and provide outstanding customer service.
• Answer incoming phone calls and coordinate client communications, with the assistant of a receptionist.
• Confirm receipt of mailed tax documents and follow up on missing information.
• Coordinate workflow and help keep projects moving efficiently.
• Manage office schedules, calendars, and daily operations.
• Order office supplies and maintain inventory.
• Perform bookkeeping and administrative support functions.
• Maintain organized electronic and paper filing systems.
• Support the owner and staff by handling day-to-day operational responsibilities.
• Exercise sound judgment while working independently and knowing when to elevate issues.

Skills

Office management

Client service

Administrative

Practice management

Communication

Interpersonal skills

Organizational skills

Independent work

Industry experience

Job description

Carr Talent Acquisition in Greencastle, PA is seeking a highly organized, relationship-focused Client Services Manager to help keep our tax office running smoothly while delivering exceptional service to our clients.

This on-site role combines office management, client service, workflow coordination, and administrative leadership in a small, community-minded practice serving Amish, Mennonite, and other Plain communities.