Office Manager

Qualifications Required

+ 3+ years of recent experience in office administration, operations, accounting support, or a related role.

+ Strong proficiency with Microsoft Office, including Excel, Word, and Outlook.

+ Experience managing multiple priorities in a fast-paced environment.

+ Excellent organizational skills and attention to detail.

+ Strong written and verbal communication abilities.

Preferred

+ Experience working in an accounting, tax, bookkeeping, CPA, or financial services firm.

+ Knowledge of client billing, bookkeeping, accounts payable, or invoicing processes.

+ Familiarity with tax software and workflow management systems.

+ Associate's or Bachelor's degree in Business Administration, Accounting, or a related field.

Schedule & Work Environment

+ Monday through Friday, 8:00 AM to 5:00 PM onsite

Position Summary

We are seeking an organized, detail-oriented Office & Client Services Manager to oversee daily office operations while supporting client service, administrative, and accounting functions. This role serves as a key point of contact for clients and staff, helping ensure smooth workflows, accurate billing processes, and efficient coordination of tax and accounting activities.

The ideal candidate thrives in a professional services environment, enjoys working directly with clients, and has experience supporting accounting, tax, financial, or administrative operations.

Key Responsibilities Office Operations & Administration

+ Coordinate daily office activities and administrative workflows.

+ Maintain organized client records, files, and internal documentation.

+ Manage scheduling, correspondence, and office communications.

+ Support onboarding of new clients and maintenance of client accounts.

+ Ensure administrative procedures are completed accurately and efficiently.

Client Service & Relationship Management

+ Serve as a primary contact for incoming client calls, emails, and office visitors.

+ Assist clients with administrative, billing, and documentation-related inquiries.

+ Coordinate collection of required tax and accounting documents.

+ Maintain a professional, responsive, and client-focused experience.

Billing & Accounting Support

+ Process client billing, time entry, invoicing, and payment tracking.

+ Assist with accounts payable activities and vendor payments.

+ Perform account reconciliations and other bookkeeping-related functions.

+ Support professional staff with billing analysis and client account maintenance.

Tax Administration & Data Management

+ Enter and manage information within tax preparation and workflow management systems.

+ Assist with tracking client deliverables and tax-season deadlines.

+ Support document collection, organization, and processing activities.

+ Help maintain data accuracy and confidentiality across client records.

Team Support

+ Provide administrative support to partners, accountants, and tax professionals.

+ Assist with workflow coordination during peak tax seasons.

+ Contribute to process improvements and operational efficiency initiatives.

What Success Looks Like

In this role, you will:

+ Keep office operations running efficiently and professionally.

+ Support smooth client onboarding and communication processes.

+ Ensure accurate and timely invoicing and billing administration.

+ Assist tax professionals by maintaining organized client records and workflows.

+ Deliver exceptional client service while supporting the firm's continued growth and success.

Why Join?

+ Stable, established firm with an excellent reputation

+ Collaborative and supportive leadership team

+ Diverse exposure to tax, accounting, and advisory services

+ Professional growth and development opportunities

+ Profit sharing, 401(k), insurance, and additional benefits

+ Friendly, team-oriented culture with minimal micromanagement

+ Flexible work arrangements available after onboarding

Job Type & Location

This is a Permanent position based out of Lake Zurich, IL.

Pay and Benefits

The pay range for this position is $36.00 - $43.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location,…