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Administrative
Office Manager
Tracy, CA
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Description We are looking for an experienced Office Manager to support a busy CPA firm in Tracy, California. This Long-term Contract opportunity is ideal for a highly organized, detail-oriented individual who can keep daily operations running efficiently while providing dependable administrative support to both staff and leadership. The role requires sound judgment, strong attention to detail, and the ability to handle sensitive financial and client information with a high level of discretion.
Responsibilities:
Direct daily office activities to ensure an efficient, well-organized work environment.
Support leadership and team members with a wide range of administrative and operational tasks.
Safeguard client and company records by maintaining confidentiality and accurate document handling practices.
Coordinate calendars, internal workflows, and office documentation to keep priorities on track.
Assist with administrative work tied to tax and accounting processes, ensuring timely and accurate follow-up.
Maintain structured filing systems and organized records for easy access and compliance needs.
Communicate effectively with clients, vendors, and internal staff to support smooth office operations.
Monitor office supply levels, place orders as needed, and help manage general office resources.
Provide front-desk and additional administrative assistance as business needs evolve. Requirements
At least 3 years of experience in office management, administrative coordination, or a similar business support role.
Prior work experience within a tax, accounting, financial services, or related detail-focused services environment.
Hands-on experience using Lacerte is required.
Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and related tools.
Familiarity with Canopy is preferred.
Strong organizational skills with careful attention to accuracy, deadlines, and detail.
Ability to manage confidential information with discretion.
Effective written and verbal communication skills with strong follow-through in a fast-paced office setting.