Job Details

Office Manager at Platform Accounting Group

Description

Due to continuing growth, our team is looking to add an Office Manager. The Office Manager will serve on the front lines of what we do every day. The number one goal of a successful Office Manager is to set a solution driven, customer centric, positive tone with clients. Behind the scenes, you will be expected to proactively work with the Office Director to make sure our team is operating at full capacity and nothing is falling through the cracks. Software and process adoption is expected from every Office Manager.

Who we are

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do

• Oversee front office operations, serving clients, staff, and vendors with professionalism and responsiveness.
• Manage projects and workflow from drop-off to delivery, ensuring accuracy in scanning, filing, processing, and timely completion of work.
• Provide the highest level of client service through timely responses, clear communication, and professional business correspondence with clients.
• Supervise and develop the administrative team, including orientation, training, evaluation, and performance management.
• Monitor client due dates, assign work, and balance workload across the team to ensure deadlines are consistently met.
• Standardize and maintain office procedures, systems, and digital filing practices; recommend and implement process improvements as needed.
• Maintain accurate records, including master client database, accounts receivable/payable, department expenses, and employee timesheets.
• Manage purchasing and inventory of office supplies, and supervise office and equipment maintenance to ensure a professional, first-class work environment.
• Participate in management meetings, contribute to firm-wide planning, and coordinate internal meetings, events, and communications.
• Support the administrative team during peak periods with general office duties such as phones, scheduling, assembly, mailing, and upkeep.
• Collaborate with IT to ensure smooth and efficient technology operations across the firm.

What we look for

• Professional office experience 5+ yrs required
• Proficient with Microsoft Office
• Superior attention to detail and ability to multi-task
• Excellent verbal and written communication skills
• Independent worker and learner, willingness to take on new tasks
• Ability to self-manage projects, proactive problem solving, analytical skills
• Ability to learn, understand and utilize new technology systems quickly
• Exceptional customer service skills
• Associate's Degree required, Bachelor's degree preferred

What we offer

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits

Salary Description

$65,000 - $80,000

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative
• Industries: Accounting

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Santa Barbara, CA