Office & Client Services Manager - Accounting

Talentify; Lake Zurich (IL); On-site; USD 50,000 - 59,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) retirement plan

Life Insurance

Disability insurance

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off (PTO)

Job summary

Aston Carter seeks an organized, detail-oriented Office & Client Services Manager to oversee daily office operations while supporting client service, accounting, and tax workflows in Lake Zurich, IL. The role partners with tax professionals, ensures accurate billing and client records, and coordinates onboarding and document handling.

The ideal candidate has strong MS Office skills and experience in professional services.

Qualifications

• 3+ years in office administration, operations, accounting support or related role.
• Strong proficiency with Microsoft Office (Excel, Word, Outlook).
• Experience juggling multiple priorities in a fast-paced environment.
• Excellent organizational and attention to detail.
• Strong written and verbal communication skills.

Responsibilities

• Coordinate daily office activities and administrative workflows.
• Maintain organized client records and internal documentation.
• Manage scheduling, correspondence, and office communications.
• Support onboarding of new clients and client account maintenance.
• Ensure procedures are completed accurately and efficiently.
• Handle client inquiries related to administrative, billing, and documents.
• Process client billing, time entry, invoicing, and payments.
• Assist with accounts payable and vendor payments.
• Support data management in tax preparation/workflow systems.

Skills

Office administration

Microsoft Office

Prioritization

Organizational skills

Communication

Education

Business Administration/Accounting degree

Associates/Bachelors preferred

Tools

Excel

Word

Outlook

Job description

Aston Carter seeks an organized, detail-oriented Office & Client Services Manager to oversee daily office operations while supporting client service, accounting, and tax workflows in Lake Zurich, IL. The role partners with tax professionals, ensures accurate billing and client records, and coordinates onboarding and document handling.

The ideal candidate has strong MS Office skills and experience in professional services.