Office Manager - Part-time - NW

Area Temps, Inc.; Avon (OH); On-site; USD 25,000 - 34,000; Part time

Job summary

Area Temps, Inc. is seeking an Office Manager for a CPA firm in Avon, Ohio. This part-time role is about 30 hours per week, with potential for full-time hours depending on client needs.

You will coordinate client communications, scheduling, billing support, and tax-document handling while supporting CPA professionals. Strong organizational skills and proficiency with Outlook, Word, and Excel are essential.

Qualifications

• Must have a High School Diploma or GED.
• Associate or bachelor's degree in business administration, accounting, finance, office administration, or a related field preferred, but not required.
• Prior experience in a CPA firm, law firm, financial-services firm, or other deadline-driven professional-services environment is strongly preferred.
• Tax-season or CPA-firm experience is a major plus, particularly familiarity with tax documents, e-filing, extensions, Forms 8879, and tax-return processing.
• Being extremely organized and detail-oriented is a major requirement for this position.
• Must have strong written and verbal communication skills with a professional, personable client-service approach.
• Must be able to take ownership of tasks and follow them through to completion without constant supervision.
• Proficiency with Microsoft Outlook, Word, Excel, and general office technology, with the ability to learn new technology quickly is needed.
• Experience working with document-management, workflow, CRM, or practice-management systems is highly desirable.
• Must be comfortable working in a small, growing firm where responsibilities are broad and everyone pitches in.
• Ability to maintain confidentiality when handling sensitive financial and personal information is mandatory.
• Must be dependable and willing to work additional hours during peak periods, particularly February through April and September through October.
• Must be looking to become a long-term, integral member of the firm rather than simply perform a defined set of administrative tasks.

Responsibilities

• Serve as the central administrative and client-service point person for the firm.
• Manage incoming client communications, phone calls, emails, scheduling, and general client requests.
• Coordinate tax return workflow, including tracking returns, outstanding information, due dates, extensions, e-file authorizations, and completed filings.
• Handle tax return assembly and processing, including scanning, organizing, uploading, and maintaining client documents.
• Maintain the firm's monthly and annual due-date tracking system and proactively follow up with staff and clients on outstanding items.
• Manage electronic filing procedures, including Forms 8879, e-file acknowledgments, rejected returns, and confirmation of accepted filings.
• Coordinate client appointments and maintain the firm's calendars and scheduling systems.
• Assist with billing, invoicing, payment follow-up, and other administrative accounting functions.
• Maintain accurate electronic client files and assist with document-management projects.
• Provide administrative support to the firm's CPA/accounting professionals.
• Help manage office operations, supplies, mail, incoming documents, and day-to-day office needs.
• During peak tax periods, take ownership of administrative workflow so professional staff can remain focused on tax preparation and client work.

Skills

Highly organized

Strong communicator

Attention to detail

Client service mindset

Education

High School Diploma or GED

Assoc or Bachelors preferred

Tools

Outlook

Word

Excel

CRM

Job description

Job Description

We have an immediate opportunity for an Office Manager at a CPA firm. You will serve as the administrative and client-service hub of the office. This is a part-time position working about 30 hours a week; however, client is open to full-time hours.

Responsibilities

• Serve as the central administrative and client-service point person for the firm
• Manage incoming client communications, phone calls, emails, scheduling, and general client requests
• Coordinate tax return workflow, including tracking returns, outstanding information, due dates, extensions, e-file authorizations, and completed filings
• Handle tax return assembly and processing, including scanning, organizing, uploading, and maintaining client documents
• Maintain the firm's monthly and annual due-date tracking system and proactively follow up with staff and clients on outstanding items
• Manage electronic filing procedures, including Forms 8879, e-file acknowledgments, rejected returns, and confirmation of accepted filings
• Coordinate client appointments and maintain the firm's calendars and scheduling systems
• Assist with billing, invoicing, payment follow-up, and other administrative accounting functions
• Maintain accurate electronic client files and assist with document-management projects
• Provide administrative support to the firm's CPA/accounting professionals
• Help manage office operations, supplies, mail, incoming documents, and day-to-day office needs
• During peak tax periods, take ownership of administrative workflow so professional staff can remain focused on tax preparation and client work

Qualifications

• Must have a High School Diploma or GED
• Associate or bachelor's degree in business administration, accounting, finance, office administration, or a related field preferred, but not required
• Prior experience in a CPA firm, law firm, financial-services firm, or other deadline-driven professional-services environment is strongly preferred
• Tax-season or CPA-firm experience is a major plus, particularly familiarity with tax documents, e-filing, extensions, Forms 8879, and tax-return processing
• Being extremely organized and detail-oriented is a major requirement for this position
• Must have strong written and verbal communication skills with a professional, personable client-service approach
• Must be able to take ownership of tasks and follow them through to completion without constant supervision
• Proficiency with Microsoft Outlook, Word, Excel, and general office technology, with the ability to learn new technology quickly is needed
• Experience working with document-management, workflow, CRM, or practice-management systems is highly desirable
• Must be comfortable working in a small, growing firm where responsibilities are broad and everyone pitches in
• Ability to maintain confidentiality when handling sensitive financial and personal information is mandatory
• Must be dependable and willing to work additional hours during peak periods, particularly February through April and September through October
• Must be looking to become a long-term, integral member of the firm rather than simply perform a defined set of administrative tasks

Only candidates that can pass a background check and drug screen will be considered.