Sechrest & Bloom, LLC (https://www.sechrestcpa.com) is a CPA and wealth management firm in Acton, MA. Our team is made up of a close-knit group of individuals from Acton and surrounding towns who are active in our communities. We’re looking to hire for the position of Office Manager for our firm.
The responsibilities of this position are:
1. Being the primary point of initial contact with clients and prospective clients.
2. Being the primary person to answer the office phone.
3. Managing the scheduling of meetings for staff.
4. Managing our office supplies.
5. Managing the assembly and delivery of client tax return packages along with managing our invoicing process.
6. Managing our billing, Accounts Receivable, and Accounts Payable processes.
7. Mailing out our annual Tax Organizers to those clients who have requested receiving them by mail.
8. Managing our incoming mail.
9. Managing our annual wealth management client engagement letter renewal process.
10. Managing client access to our on-line client portal system.
11. Managing the administrative process of onboarding new clients.
Thank you for your interest in our firm for your career.
Job Types: Part-time, Full-time
Pay: $30.00 - $35.00 per hour
Expected hours: 20.0 – 40.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Paid time off
Application Question(s):
- Do you have work experience in a prior Office Manager / Office Admin capacity?
- Do you live within 15 miles of Acton?
Education:
Language:
Work Location: In person
