Document Control and Records Manager - Accounting Firm
TaxLeaf•North Miami, FL
•Onsite
About The Position
We are an accounting firm in the Miami area seeking a detail-oriented and organized Document Control / Records Manager to own the full lifecycle of our document management operations. You will be the backbone of our records system, ensuring every document is captured, tracked, stored securely, and accessible to the right people at the right time. This is a hands-on, on-site role with direct impact across our corporate office, client-facing operations, and internal teams.
Requirements
- Fully fluent in both English and Spanish - required
- Bachelor's degree or equivalent - Required
- Minimum 3 years of experience in data entry, document management, or records administration
- Strong proficiency in Microsoft Office, especially SharePoint and Excel
- Experience with PDF management tools and digital filing systems
- Analytical, detail-oriented, and highly organized
- Able to work independently with minimal supervision
- Strong communication skills and customer service orientation
- Ability to multitask and adapt to shifting priorities
Responsibilities
- Manage the full document lifecycle: intake, logging, storage, retrieval, sharing, and compliant destruction
- Establish and enforce policies for document storage, transmission, and data security
- Maintain master document integrity through access rights and revision controls
- Ensure compliance with applicable data security laws and regulations
- Evaluate existing systems and recommend improvements for efficiency
- Perform accurate data entry and analysis of documentation submitted by clients and internal teams
- Compile weekly reports on services, portal activity, and document flow for leadership
- Monitor client accounts and flag inconsistencies or special situations proactively
- Maintain folder integrity and document organization within SharePoint
- Administer the client portal: issue credentials, troubleshoot access issues, follow up with clients
- Manage records using internal systems; support onboarding of new document management tools
- Act as a liaison between the sales, accounting, and operations teams
- Handle time-sensitive items (checks, legal documents) per established protocols
- Provide ongoing feedback to ensure efficient internal processes
Benefits
- 5 vacation days (grows with tenure)
- 5 sick/personal days
- 12 WFH days per year
- 8 paid holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
