Office Manager- CPA Firm

MGR; San Antonio (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

An established industry player is seeking a highly organized Office Manager to streamline operations in a CPA firm. This role requires 5–7 years of experience in office management, with a strong emphasis on proficiency in QuickBooks and familiarity with CCH Access. The ideal candidate will oversee daily operations, manage client records, and support accountants in document preparation. If you thrive in a fast-paced environment and possess excellent organizational and communication skills, this opportunity is perfect for you to make a significant impact in a dynamic team.

Qualifications

• 5–7 years of experience in office management, preferably in a CPA or financial services environment.
• Proficient in QuickBooks and experienced with CCH Access for document management.

Responsibilities

• Oversee daily administrative operations to ensure smooth office functioning.
• Assemble tax return documents and manage client records securely.

Skills

Office Management

QuickBooks

CCH Access

Document Handling

Organizational Skills

Time Management

Communication Skills

Microsoft Office Suite

Tools

QuickBooks

CCH Access

Microsoft Office Suite

Job description

Office Manager- CPA Firm

Job Summary:

We are seeking a highly organized and experienced Office Manager to support the day-to-day operations of our CPA firm. The ideal candidate will have 5–7 years of experience in a professional office environment, preferably within a CPA or financial services firm. Proficiency in tax paperwork assembly, QuickBooks, and familiarity with CCH Access is highly desirable.

Key Responsibilities:

• Oversee daily administrative operations to ensure the office runs smoothly and efficiently.

• Assemble tax return documents.

• Manage client records and ensure confidential information is securely maintained.

• Assist in maintaining and reconciling financial records using QuickBooks.

• Coordinate and support accountants with document preparation and deadline tracking.

• Serve as the main point of contact for vendors, office supply ordering, and IT support coordination.

• Assist with scheduling client appointments and internal meetings.

• Ensure compliance with firm procedures and industry regulations.

• Support onboarding of new staff and providing office systems training.

• Utilize CCH Access software for document management and client data input (experience preferred).

Qualifications:

• 5–7 years of experience in office management, preferably in a CPA or financial services environment.

• Proficient in QuickBooks.

• Experience with CCH Access is a plus.

• High attention to detail, particularly with document handling and tax-related materials.

• Excellent organizational, time-management, and multitasking skills.

• Strong interpersonal and communication skills.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

• Ability to work independently and as part of a team in a fast-paced environment.

Preferred:

• Prior experience in a CPA firm or financial services office.

• Basic knowledge of bookkeeping and tax terminology.