Dynamic Office Manager & Bookkeeper at Boutique CPA Firm

Comunidade Metodista; California; On-site; USD 41,000 - 48,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Hebeler Accountancy in Marina del Rey, CA, is seeking an Office Manager with bookkeeping experience to support tax and accounting clients in a boutique CPA firm. The ideal candidate will excel at client data management, workflow coordination with the CPA principal, and timely communication.

Responsibilities include client database management, invoicing, and using QuickBooks for reporting. The role requires a college degree, at least five years in office management, strong writing, and

Qualifications

• College/ Bachelor Degree
• Proven experience as an Office Manager for a service firm
• Communicator and client focused: must have clear and organized writing skills
• Know and experience of basic accounting principles and practices
• Excel / Data user. more than 5 year's experience
• Excellent calendar management skills for scheduling meetings and deadlines
• Email Outlook deep user; experience in Customer Relation Management systems; database management for web based programs
• Excellent organizational skills with attention to detail and accuracy

Responsibilities

• Manage the client database in the office for incoming and outgoing files and communication.
• Manage the office workflow with the CPA principal to support staff assignments and track progress in online software programs.
• Answer telephone calls with CPA and handle service requests, document and delegate to staff.
• Manage basic operations as supplies, mail, as a central coordinator.
• Manage invoicing and payment tracking with CPA / owner for the CPA firm.
• Use QUICKBOOKS for financial reporting and analysis of select celebrity or high net worth clients.
• Provide support for tax and accounting tasks as needed, collaborating with team members on various projects.
• Maintain confidentiality of sensitive information while ensuring compliance with company policies.
• Assist in preparing reports and presentations for management review.

Skills

Office management

Bookkeeping

Communication

Excel

Outlook

CRM systems

Calendar management

Data entry

Education

Bachelor's degree

Tools

QuickBooks

CRM software

Job description

Hebeler Accountancy in Marina del Rey, CA, is seeking an Office Manager with bookkeeping experience to support tax and accounting clients in a boutique CPA firm. The ideal candidate will excel at client data management, workflow coordination with the CPA principal, and timely communication.

Responsibilities include client database management, invoicing, and using QuickBooks for reporting. The role requires a college degree, at least five years in office management, strong writing, and