Office Manager

I’m hiring an IN PERSON Office Manager for Realm Business & Tax Advisory in Hermosa Beach
, and this is one of the more important hires I’ll make.

I’m not looking for someone who simply keeps the office organized or waits for a list of things to do. I’m looking for someone who can run the office and follows through with Staff, clients and me!

One of my biggest frustrations as a business owner is asking for something to get done and then realizing a few days later that I need to ask about it again. I don’t want to manage the manager.

If I ask for something, I want to know it is being handled. If someone else on the team owns it, I want our Office Manager making sure it gets completed. If a client has been waiting too long for a response, a task is getting old, a deadline is approaching, or something simply doesn’t look right, I want someone who notices it before I do.

• Extremely organized and detail-oriented
• Highly responsive — to clients, staff and leadership
• Professional, calm and direct
• Empathetic, but not afraid to have an uncomfortable conversation
• Able to prioritize when 20 things are happening at once
• Someone who follows through and closes loops
• Someone who exercises good judgment without needing constant direction
• Someone I can trust with confidential client, employee and firm information

Realm has flexibility in other positions, but this role is based in our Hermosa Beach office. I want someone who knows what is happening in the office. Someone who stays close to the team, sees when work is getting stuck, removes roadblocks, follows up on commitments and makes sure deadlines don’t quietly slip. This person should make the entire firm run better.

Realm Business & Tax Advisory is a growing, technology-forward tax and accounting firm serving entrepreneurs, small and medium-sized businesses, real estate investors and high-net-worth individuals.

We provide tax planning and preparation, accounting and bookkeeping, and CFO/advisory services.

Our goal is to be much more than a firm that talks to clients once a year at tax time.

We emphasize proactive tax planning, year-round advice, paperless workflows, technology, process automation and increasingly AI so our team can spend less time on unnecessary administrative work and more time actually helping clients.

We work hard, particularly around tax deadlines, but we also want to build a firm where good systems and good people replace unnecessary chaos.

• Managing day-to-day office operations
• Keeping staff workflow, tasks and deadlines moving
• Following up with team members and holding people accountable
• Monitoring outstanding client items and making sure clients receive timely responses
• Serving as a professional point of contact for clients, vendors and outside professionals
• Coordinating meetings, schedules and internal priorities
• Supporting tax-season administrative and e-file workflows
• Maintaining accurate digital client records and workflows
• Helping keep Canopy tasks, statuses and client information current
• Supporting document preparation, electronic filing and client delivery processes
• Assisting with basic bookkeeping/accounting administrative items when necessary
• Managing office supplies, equipment and other day-to-day operational needs
• Supporting leadership with special projects
• Identifying bottlenecks and fixing processes before they become recurring problems

And perhaps most importantly:

Making sure things actually get across the finish line.

Realm is not a paper-heavy, old-school accounting office. You need to be very comfortable with technology and willing to learn.

Our…