Office Manager

Brewer, Eyeington, Patout & Co•Navasota, TX

36d

About The Position

The Office Manager is the primary front-office coordinator for an accounting firm, responsible for client experience, administrative workflow support, and day-to-day office organization. The role provides responsive, professional service to clients and supports internal teams through communication, document management, and coordination of administrative processes. The position includes greeting clients and visitors, handling calls and client requests, coordinating document intake and delivery, supporting tax-return delivery and payment processing, and helping with client onboarding. It also coordinates administrative workflows, manages appointments, supports filing and data entry, assists with deposits and accounts receivable, maintains office supplies, and collaborates with staff across multiple offices. The firm emphasizes professional development, technology adoption, client service, and a supportive, flexible, family-friendly culture.

Requirements

Strong verbal and written communication skills.
Customer service expertise, including friendliness, patience, tact in 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 maintain a welcoming office environment.
Answer and direct phone calls and route messages and client requests to appropriate team members.
Receive client documents, organize them, and deliver information to the correct staff.
Assist clients with general inquiries and coordinate responses from tax or bookkeeping staff.
Deliver completed tax returns and assist with invoice presentation and payment processing.
Handle client concerns professionally and escalate issues when appropriate.
Support new-client onboarding and initial information collection.
Monitor administrative tasks related to tax-return delivery, document routing, and client communications.
Use firm software systems to coordinate workflows and track task status through administrative stages.
Locate client information, research prior engagements, and identify responsible team members.
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 support.
Process deposits, assist with accounts receivable, and support payment tracking as needed.
Maintain office supply inventory and coordinate ordering.
Coordinate administrative matters between multiple firm offices when needed.
Serve as a communication link between clients and firm staff.
Collaborate with the administrative team to provide consistent service across offices.
Participate in administrative meetings and suggest improvements to client experience and workflow efficiency.
Support firm initiatives that improve client service, communication, and operational effectiveness.