Are you highly organized, tech-savvy, and love helping people stay on track? We’re looking for an Office Manager/Admin to join our growing tax and wealth advisory firm. This is a key role that supports both our tax team and financial advisory practice while ensuring our clients get an exceptional experience.
What You’ll Do
Be the friendly, professional first point of contact for our clients.Manage client document intake and keep our projects moving forward.Coordinate schedules, deadlines, and workflows for tax and advisory work.Keep our systems organized.Support billing, invoicing, and client onboarding.Help the firm run smoothly—wearing multiple hats in a growing business.What We’re Looking For
Strong organizational and communication skills.Tech-savvy and comfortable learning new software (experience with Taxdome/Quickbooks/Lacerte softwares is a plus, but not required).Prior office management or administrative experience (tax/accounting/financial services is a plus, but also not required).Detail-oriented, proactive, and trustworthy with confidential information.Why Join Us?
Competitive pay with room to grow as the firm expands.Flexible schedule with some hybrid/remote options.Opportunity to move into operations or client services leadership.A collaborative, supportive team environment.If you’re looking for a role where you can make a big impact, grow with a firm, and help clients feel confident about their financial future—we’d love to hear from you
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