Tax Office Coordinator / Administrative Manager

Hymes Barrera & Kim Cpa, Llp • Bronxille, NY

1d • Onsite

About The Position

We are seeking a motivated, organized, and professional Office Manager / Office Coordinator to join our tax and accounting office. In this role, you will provide administrative, clerical, and client service support to ensure the office runs smoothly and efficiently. The ideal candidate has experience in a tax, accounting, bookkeeping, finance, or professional services office and is familiar with tax return documents, client paperwork, confidential records, and filing deadlines. This person should be detail-oriented, dependable, comfortable communicating with clients, and able to manage multiple priorities in a fast-paced environment, especially during tax season.

Requirements

• High school diploma or GED required
• Previous experience as an Office Manager, Office Coordinator, Administrative Assistant, Receptionist, or similar role
• Experience in a tax, accounting, bookkeeping, financial, legal, or professional services office preferred
• Experience handling tax return documents, client financial records, or confidential paperwork is strongly preferred
• An understanding of basic bookkeeping principles is preferred
• Strong attention to detail and accuracy in handling client documents and meeting deadlines
• Familiarity with standard office equipment, including printers, scanners, copiers, and fax machines
• Excellent computer skills, including Microsoft Word, Outlook, and PowerPoint
• Highly organized with excellent time management skills and the ability to prioritize multiple tasks
• Excellent written and verbal communication skills
• Friendly, professional demeanor and strong client service skills
• Ability to maintain confidentiality and handle sensitive information with discretion

Nice To Haves

• an associate’s degree, administrative training, or related office experience preferred
• Experience with document management, scanning, filing, or tax/accounting software is a plus

Responsibilities

• Develop, update, and maintain office procedures
• Create and maintain an organized filing system for client records, tax documents, correspondence, and office files
• Greet clients and visitors in a professional, friendly manner
• Answer incoming calls, take messages, and route calls to the appropriate team member
• Schedule client appointments and maintain the office calendar
• Assist with client intake by collecting, organizing, scanning, and tracking tax return documents
• Maintain the confidentiality of client records, tax information, financial documents, and sensitive personal information
• Follow up with clients regarding missing documents, signatures, completed returns, and appointment reminders
• Organize meetings and take accurate notes or minutes as needed
• Write emails, memos, letters, and other correspondence, and distribute them appropriately
• Perform basic bookkeeping or administrative accounting tasks as needed
• Assist with preparing company reports and internal office tracking
• Coordinate office supplies, mail, scanning, printing, copying, and other day-to-day office operations
• Address and resolve client questions or concerns professionally
• Support accountants, tax preparers, and staff during tax season and other filing periods

Benefits

• Paid time off
• Career Growth Opportunities
• Annual performance-based bonus opportunity

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED