Office Manager - Joyful Jobs

Position Overview

Joyful Jobs is recruiting on behalf of Frey Solutions P.C., a local family-owned CPA firm. We are seeking a proactive and detail-oriented Office Manager to manage the firm’s administrative operations and work directly with our clients. This role will collaborate closely with our accountants to provide exceptional audit, tax, and consulting services and support to our diverse client base of both individuals and businesses/nonprofit organizations.

Key Responsibilities

• Add and manage client contact information in the firm’s client relationship management software

• Draft various documents and coordinate the process of obtaining client signatures.

• Use project management software to track work in progress across the entire firm. Update task assignments and schedules to ensure timely completion of priority work.

• Communicate directly with clients to obtain information required to complete tax returns, such as forms W-2, 1099, etc

• Receive and organize client records. Digitize and return physical records to clients.

• Perform initial preparation work for tax returns, including inputting simple financial information into tax software.

• Schedule appointments, take messages, run errands, and provide other general support to professional staff as needed.

• Assist accountants with basic audit procedures such as cash or accounts receivable confirmations, inventory observation, etc.

• Occasionally visit client sites to perform work.

• Provide reception and administrative support, to include making and answering telephone calls and assisting clients who come into the office.

• Other duties as assigned

Qualifications, Skills, & Required Attributes:

• High school diploma or equivalent required; some college coursework or relevant prior experience is preferred.

• Strong organizational and time management abilities.

• Excellent verbal and written communication skills.

• Generally tech-savvy and proficient in MS Office (Word, Excel). Willing and able  to learn how to use specialized accounting, tax, audit, and project management software.

• No accounting or tax experience required, but the successful applicant will be required to participate in online, entry-level tax preparation and accounting classes as part of initial training. All training is paid.

• Strong problem-solving skills with attention to detail and a high level of professionalism and confidentiality in handling sensitive information.

• Ability to work independently, prioritize tasks, and take initiative in a fast-paced environment.

• Ability to thrive in a small, entrepreneurial firm, and solve problems in the absence of specific policies or procedures.

• A collaborative mindset with a positive, can-do attitude.

• Strong analytical abilities for managing data and reporting.

• Willingness to consent to a background check and credit check if hired.

What We Offer

• Competitive salary, 40 hours of sick time, and 4 weeks of paid time off (vacation and holidays).

• Opportunities for professional growth and development with a growing small business that tripled revenue in 2024.

• A standard 35-hour work week (with additional hourly pay for extra hours over 35 per week, and overtime pay for 40+ hours per week), and flexible work hours, including up to 2-3 days per week of remote work if desired.

• Fun, ambitious coworkers and the chance to work with a passionate team that strongly values family/personal time and work-life balance.

Schedule & Additional Information

• Full-time position (35 hours per week, flexible scheduling)

• Occasional flexibility to work evenings or weekends to meet client deadlines (unusual and infrequent).

As part of our hiring process, finalists for this position will be asked to consent to a background check and credit check. We recognize that past criminal history or credit challenges do not necessarily reflect a candidate's current situation or potential. We encourage all qualified candidates to apply, regardless of background. Our review process considers the nature and context of any findings in relation to the specific job requirements. We are committed to fair hiring practices and will evaluate each candidate holistically based on their skills, experience, and potential contribution to our team.