Office Manager

Location: North Palm Beach, FL | Type: Full-Time | Schedule: 9:00-5:00

About Our Firm

We are a growing, client-focused CPA firm providing audit, tax, accounting, and management advisory services to individuals and businesses. We operate as a cloud-based, technology-focused, multi-office firm in a high-trust, professionally run environment. We pride ourselves on follow-up and follow-through, efficiency, and exceptional client service.

We are seeking a proactive, organized, and tech-savvy Office Manager to oversee daily operations for our North Palm Beach office, while working collaboratively with leadership and staff across the firm.

Position Overview

The Office Manager plays a key leadership role in the day-to-day operations of the North Palm Beach office. This position is responsible for managing administrative functions, office-level billing and collections, and coordinating workflows and office systems, while serving as the central point of contact for clients, staff, and vendors.

In addition, the Office Manager supports core tax-season and client lifecycle processes, including client intake and onboarding, organizing and maintaining digital client files, coordinating client deliverables, supporting the tax return finalization and e-file process, and assisting with tax notices and follow-up. This role requires strong organizational skills, comfort working within cloud-based systems, and the ability to manage multiple workflows independently in a professional services environment.

This is an excellent opportunity for someone with a strong understanding of technology who thrives in a professional services environment and enjoys ownership, organization, and continuous improvement. If you see yourself as a problem solver, this role offers the opportunity to demonstrate your skills.

Key Responsibilities

• Oversee day-to-day office operations and administrative processes
• Manage scheduling, calendars, and workflow coordination for the managing partner and staff
• Handle billing support, invoicing coordination, and client payment tracking
• Serve as the primary point of contact for office vendors, service providers, and technology partners
• Coordinate with external IT support and assist with basic troubleshooting and local user support as needed
• Ensure firm compliance with internal procedures, data security, and confidentiality standards
• Support tax season logistics and deadlines
• Identify and implement process improvements to increase efficiency

Qualifications

• 3+ years of experience as an Office Manager, Operations Manager, or Senior Administrator
• Prior experience in a CPA firm, accounting firm, law firm, or professional services environment strongly preferred
• Strong organizational, multitasking, and problem-solving skills
• Proficiency with Windows-based computers and Microsoft 365 (Outlook, Excel, Word) and Zoom
• Comfort working with VOIP phone systems and cloud/web-based applications
• Familiarity with accounting or practice management software (Quick Books, Practice
  
  CS, or similar) is a plus
• Excellent written and verbal communication skills
• High level of professionalism and discretion

What We Offer

• Competitive salary based on experience, starting at no less than $50,000
• Paid time off and holidays
• Tax season and year-end bonus opportunities
• QSEHRA health benefit, providing tax-free health insurance reimbursements for qualified individual plans
• Professional, respectful, and technology-forward work environment
• Growth opportunities as the firm expands

How to Apply

Please submit your resume and a brief cover letter explaining why you would be a great fit for our CPA firm Office Manager role to