Office Manager

Office & Client Services Manager

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.

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.

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

• 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.

• 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.

• 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.

• 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.

• 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.

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.

• 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, internal equity, and other pertinent job-related factors.

Eligibility…