Office Manager - CPA Firm - (part-time 30hrs wk)

Job Description

Job Description

Morrow & Co is a small, dynamic CPA firm located in Tustin, dedicated to providing top-notch accounting, tax, and consulting services to our clients.

Our team values professionalism, integrity, and a collaborative work environment. We are seeking an experienced and highly organized Office Manager to join our team and ensure the smooth day-to-day operations of our office.

Job Summary

The Office Manager will play a critical role in maintaining an efficient and productive office environment. This position requires a proactive individual with excellent organizational and communication skills, who can manage administrative tasks, support the accounting team, and handle client interactions with professionalism.

Key Responsibilities

• Administrative Support : Manage day-to-day office operations, including answering phones, handling mail, ordering supplies, and maintaining office equipment.
• Client Relations : Serve as the first point of contact for clients, addressing inquiries, scheduling appointments, and ensuring a positive client experience.
• Team Support : Assist the CPA team with administrative tasks such as preparing reports, managing documents, and coordinating meetings.
• Financial Administration : Oversee billing and invoicing processes, track accounts receivable and payable, and assist with basic bookkeeping tasks.
• Office Management : Ensure the office is clean, organized, and well-stocked with necessary supplies. Manage relationships with vendors and service providers.
• HR Support : Assist with onboarding new employees, maintaining employee records, and coordinating staff schedules and meetings.
• Compliance : Ensure compliance with firm policies, as well as state and federal regulations related to office management and accounting practices.

Qualifications

• Experience : Minimum of 1 year of experience in an office management or administrative role, preferably within a CPA or professional services firm.
• Skills :
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity with accounting software (e.g., QuickBooks, Lacerte) is a plus.
• Ability to handle sensitive and confidential information with discretion.
• Strong problem-solving skills and attention to detail.

Personal Attributes

• Professional demeanor and appearance.
• Positive attitude and team player.
• Strong work ethic and reliability.
• Ability to work independently and take initiative.

Benefits

• Competitive salary based on experience.
• Retirement plan with employer match.
• Paid time off and holidays.
• Professional development opportunities.

How to Apply

Interested candidates are invited to submit a resume and cover letter outlining their qualifications and experience to Info@morrowcpas.

com. Please include "Office Manager Application - Your Name " in the subject line.

Equal Opportunity Employer

Morrow & Co is an equal opportunity employer. Join our team and contribute to the success of a firm that values quality service and client satisfaction.

We look forward to meeting you!