A trusted CPA firm specializing in audit and tax services is seeking a proactive and detail-oriented Office Manager/Executive Assistant to support its founding partners. This high-impact role ensures the seamless daily operation of the firm through office administration, client communication, billing, workflow coordination, and document preparation. The ideal candidate is a highly organized problem-solver who thrives in a fast-paced, small-office environment and is eager to elevate existing systems and processes through innovation and initiative.

Salary Range: $85,000 – $100,000 / year DOE

Office Manager/Executive Assistant Responsibilities:

• Serve as a liaison between clients and CPAs for scheduling, document coordination, and communication
• Proactively manage partner calendars and meeting follow-ups
• Assist with onboarding new clients and respond to general inquiries
• Prepare, edit, and finalize financial statements, tax filings, engagement letters, and client correspondence
• Manage e-filing processes and signature tracking
• Maintain file systems and oversee document distribution
• Generate WIP reports and client invoices
• Track AR, post cash receipts, and reconcile balances
• Produce regular billing reports and manage invoice templates
• Use Smartsheet to monitor audit/tax project status and deadlines
• Coordinate internal staff workflows and escalate bottlenecks or delays
• Manage supplies, equipment, mail, and vendor deliveries
• Handle phones, filing, labeling, and scanning
• Maintain a professional and organized office environment

Office Manager/Executive Assistant Requirements:

• 4+ years of experience in office management and executive support, ideally in a CPA, financial services, or professional services setting
• Experience with billing, AR, and client-facing communication
• Strong proficiency in Excel, Word, and Adobe; spreadsheet-savvy with the ability to format and edit complex financial documents
• Familiarity with financial statement formatting and tax return document handling
• Highly organized, self-directed, and detail-oriented with strong follow-through
• Confident communicator who can take initiative and offer process improvement ideas
• Experience managing multiple priorities in a high-paced environment
• Able to bring fresh ideas to improve workflows and suggest technology or AI-based enhancements
• Knowledge of tax-exempt organizations and/or accounting concepts is a plus

Benefits:

• Competitive base salary with performance-based raises and year-end bonus potential
• Comprehensive medical benefits
• Generous PTO
• Paid holidays
• 401(k) with company contribution
• Monthly cell/internet stipend
• Free onsite parking
• Historic building with character, stocked kitchen/snacks, sunny courtyard

Apply now!

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