Job Description

About Us

Our client, is a small growing CPA firm with 12 team members and a great atmosphere. They take pride in the quality of our work and the relationships they build with clients. Their culture is professional and client-focused, but we put our team members first. They work hard, support each other, and make the busy season as smooth as possible.

Position Summary

We're looking for a  Firm Manager  to keep up with all day-to-day firm and client needs. This person will be the go-to for all client needs, scheduling, assembling tax returns, project management and pulling reports. They will make sure projects stay on track, the office runs smoothly, and clients feel taken care of. You'll also take the lead on our billings, accounts receivable, accounts payable, and be the liaison with our Firm IT provider, and other vendors for the office/building.

Essential Duties and Responsibilities

• Manage daily firm and client needs, act a key person to ensure everything runs smoothly and effectively for the firm
• Act as a main point of contact for clients—professional, prompt, and approachable
• Handle administrative tasks like assembling tax returns, managing client files, scanning/uploading, and taking care of incoming/outgoing phone calls and mail.
• Manage new client set up, tax return E-filing and rejections, and due date reports
• Be in charge of ordering supplies and be the key person between the firm and various vendors
• Take charge of billing, invoicing, and accounts receivable to keep cash flow on track
• Keep projects moving: track deadlines, follow up with staff, and help prioritize firm projects
• Oversee firm technology and tools (tax software, portals, workflow apps)
• Support partners with firm initiatives and process improvements
• Create custom reports and dashboard in software to streamline monthly reporting

  Knowledge, Skills, and Abilities

• Strong organizational skills and attention to detail
• Comfortable prioritizing admin work, people management, billing, and client communication
• Tech-friendly and eager to learn new systems, create custom reports, lead new AI initiatives
• A natural problem-solver who can keep things moving without a lot of handholding
• Able to work overtime during tax season

  Education &  Experience

• Experience in a CPA firm is required, prior bookkeeping or tax experience is a plus

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