Office Manager
Job Description
Position Overview
Joyful Jobs is recruiting on behalf of Frey Solutions P.C., a local family-owned CPA firm. We are seeking a proactive and detail-oriented Office Manager to manage the firm’s administrative operations and work directly with our clients. This role will collaborate closely with our accountants to provide exceptional audit, tax, and consulting services and support to our diverse client base of both individuals and businesses/nonprofit organizations.
Key Responsibilities
Add and manage client contact information in the firm’s client relationship management software
Draft various documents and coordinate the process of obtaining client signatures.
Use project management software to track work in progress across the entire firm. Update task assignments and schedules to ensure timely completion of priority work.
Communicate directly with clients to obtain information required to complete tax returns, such as forms W-2, 1099, etc
Receive and organize client records. Digitize and return physical records to clients.
Perform initial preparation work for tax returns, including inputting simple financial information into tax software.
Schedule appointments, take messages, run errands, and provide other general support to professional staff as needed.
Assist accountants with basic audit procedures such as cash or accounts receivable confirmations, inventory observation, etc.
Occasionally visit client sites to perform work.
Provide reception and administrative support, to include making and answering telephone calls and assisting clients who come into the office.
Other duties as assigned
Qualifications, Skills, & Required Attributes:
High school diploma or equivalent required; some college coursework or relevant prior experience is preferred.
Strong organizational and time management abilities.
Excellent verbal and written communication skills.
Generally tech-savvy and proficient in MS Office (Word, Excel). Willing and able to learn how to use specialized accounting, tax, audit, and project management software.
No accounting or tax experience required, but the successful applicant will be required to participate in online, entry-level tax preparation and accounting classes as part of initial training. All training is paid.
Strong problem-solving skills with attention to detail and a high level of professionalism and confidentiality in handling sensitive information.
Ability to work independently, prioritize tasks, and take initiative in a fast-paced environment.
Ability to thrive in a small, entrepreneurial firm, and solve problems in the absence of specific policies or procedures.
A collaborative mindset with a positive, can-do attitude.
Strong analytical abilities for managing data and reporting.
Willingness to consent to a background check and credit check if hired.
What We Offer
Competitive salary, 40 hours of sick time, and 4 weeks of paid time off (vacation and holidays).
Opportunities for professional growth and development with a growing small business that tripled revenue in 2024.
A standard 35-hour work week (with additional hourly pay for extra hours over 35 per week, and overtime pay for 40+ hours per week), and flexible work hours, including up to 2-3 days per week of remote work if desired.
Fun, ambitious coworkers and the chance to work with a passionate team that strongly values family/personal time and work-life balance.
Schedule & Additional Information
Full-time position (35 hours per week, flexible scheduling)
Occasional flexibility to work evenings or weekends to meet client deadlines (unusual and infrequent).
As part of our hiring process, finalists for this position will be asked to consent to a background check and credit check. We recognize that past criminal history or credit challenges do not necessarily reflect a candidate's current situation or potential. We encourage all qualified candidates to apply, regardless of background. Our review process considers the nature and context of any findings in relation to the specific job requirements. We are committed to fair hiring practices and will evaluate each candidate holistically based on their skills, experience, and potential contribution to our team.
Average salary estimate
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Are you an organized go-getter with a knack for managing details? Frey Solutions P.C., a friendly and growing family-owned CPA firm in Tucson, AZ, is on the lookout for an enthusiastic Office Manager to join our team! In this vital role, you'll be the backbone of our administrative operations, working closely with incredible accountants to deliver top-notch audit, tax, and consulting services to our diverse clients—ranging from individuals to nonprofit organizations. You'll get hands-on experience by managing client contact information, drafting necessary documents, and ensuring the smooth flow of communication between clients and the firm. With tools at your disposal like project management software, you'll track tasks and deadlines, making sure we keep everything on track. Plus, you could even step out of the office to visit clients at their locations! Your role will involve everything from digitizing client records to assisting with basic audit procedures. If you're tech-savvy, professional, and love the idea of prioritizing tasks in a dynamic environment, this is your chance to shine! Your growth is important to us, and we offer opportunities for professional development along with a competitive salary. So, if you’re enthusiastic, a team player, and eager to contribute to a passionate work culture that values both work and life balance, let’s talk! We can’t wait to meet our next star Office Manager at Frey Solutions.
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