Office Manager Fullerton, CA

Office Manager

We are looking for an experienced and proactive Office Manager to support daily operations and deliver an excellent client experience in our California office. This contract-to-permanent opportunity is ideal for someone who enjoys balancing administrative coordination with client interaction in a client-focused services setting. The right candidate will bring strong organizational skills, sound judgment, and a service-focused approach to keeping the office running efficiently.

Responsibilities:

• Serve as the first point of contact for clients, providing courteous assistance by phone, email, and in person.
• Coordinate calendars and arrange appointments for tax preparation, consultations, and new client meetings.
• Assemble, review, and maintain client files so records are complete and ready ahead of scheduled appointments.
• Track incoming correspondence, manage mail and electronic communications, and direct inquiries to the appropriate team members.
• Update client information within office systems and help ensure records remain accurate and current.
• Guide new clients through the intake process, collecting required documentation and supporting a seamless onboarding experience.
• Provide administrative support to tax professionals through document preparation, task coordination, and workflow follow-up.
• Oversee office supply levels, place vendor orders, and help maintain a clean, organized, and functional workspace.
• Identify process improvement opportunities that strengthen operational efficiency and enhance client service while safeguarding sensitive information.