Office Manager

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.