Office Manager

Brewer, Eyeington, Patout & Co•Navasota, TX

20d•Onsite

About The Position

The Office Manager is the primary front-office coordinator, responsible for client experience, administrative workflow support, and day-to-day office organization at a growing accounting firm. The role provides responsive, professional service to clients and supports internal teams through communication, document management, and coordination of administrative processes. It also helps maintain an efficient, welcoming office environment and contributes to consistent service standards and improved workflows across firm offices.

Requirements

Strong verbal and written communication skills.
Customer service expertise, including a friendly, patient, and tactful approach to difficult situations and professional representation of the firm.
Ability to manage multiple tasks efficiently.
Proficiency in Microsoft Office and Adobe Acrobat, including Outlook calendar management, Word, Excel, and Teams.
Ability and willingness to learn new technologies, including AI-powered tools.
Willingness to take direction, be coachable, and work collaboratively.
Ability to perform in a dynamic, fast-paced, deadline-driven environment.
Willingness to work extended hours during peak seasonal periods.

Nice To Haves

Prior experience in office administration, reception, or customer service roles.
Experience working in the accounting or tax industry.
Experience using workflow or document management systems.
Experience managing accounts receivable.

Responsibilities

Greet clients and visitors professionally and create a welcoming office environment.
Answer and direct phone calls and route messages and client requests to the appropriate team member.
Receive and organize client documents and deliver information to the appropriate staff.
Assist clients with general inquiries and coordinate responses from tax or bookkeeping staff.
Deliver completed tax returns to clients and assist with invoice presentation and payment processing.
Handle client concerns professionally and escalate issues when appropriate.
Support onboarding of new clients and collect initial information.
Monitor administrative tasks related to tax return delivery, document routing, and client communications.
Use firm software systems to coordinate workflow, track task status, and help move work through administrative stages.
Locate client information, research prior engagements, and identify responsible team members for staff.
Maintain organized document storage and filing procedures for efficient access to client records.
Schedule client appointments using Outlook calendars and coordinate with firm staff.
Assist with scanning, filing, data entry, and general administrative tasks.
Process deposits, assist with accounts receivable, and support payment tracking as needed.
Maintain office supply inventory and coordinate ordering.
Assist with administrative coordination between firm offices when needed.
Serve as a communication link between clients and firm staff to ensure accurate, efficient information flow.
Collaborate with the administrative team to maintain consistent service standards across offices.
Participate in administrative meetings and contribute ideas to improve client experience and workflow efficiency.
Support firm initiatives that enhance client service, communication, and operational effectiveness.