Client Services & Operations Manager

Own client coordination, deadline tracking, and workflow execution across the firm, supporting a team of accountants and managers. You will manage client communication, document collection, and tax return delivery, ensuring projects stay on schedule. This role sits at the hub between clients and staff, working with CRM platforms, workflow systems, and document management software. With 12 paid holidays, half-day Fridays in summer, and full medical/dental coverage, this role offers stability and growth in a professional services environment.

We seek a proactive detail-driven Office Manager to lead firm administration and tax compliance workflow management supporting three licensed professionals. This pivotal role ensures deadlines are met, client files move smoothly, and internal accounting operates efficiently.

We seek an Office Manager to oversee administrative activities and perform Quickbooks entry/reconciliation for clients. This role involves managing billing contacts and maintaining work facilities while supporting a busy CPA firm.

Highly organized Office Manager – Firm Administrator leading firm administration tax compliance workflow management transaction support internal firm accounting ensuring deadlines are met client files move without delay three licensed professionals supported by reliable operating rhythm. Proactive discreet exceptionally organized capable of holding calendar file follow-up across busy seasonal cycle. Exciting opportunity to take true ownership of business side of growing practice serving closely held businesses and their owners.

Own front-desk operations and administrative support for a top 50 U.S. CPA firm in Key Biscayne, FL. You'll greet clients, manage client tax return filings, and coordinate meetings using Microsoft Excel, PowerPoint, and Word. Work alongside tax and assurance teams in a 5+ years experienced environment. This role stands out for direct client interaction and exposure to tax filing processes.

You will own front-office and administrative operations for a CPA Firm in Midtown NYC, supporting a team of accountants and partners serving U.S. and international clients. You will manage inbound calls, client greetings, tax return processing, and document workflows. Working with partners and staff, you will keep filing systems and client records organized. This role stands out for its direct involvement in tax season operations and client onboarding within a certified public accounting environment.