Find & Apply For Office Manager Jobs in Spring Lake, New Jersey

Position Overview As our Tax Office Administrator, you will be one of the primary points of contact for our clients and the operational engine that keeps our tax season running smoothly. You will manage client intake, oversee digital document pipelines, handle e-filing transmissions, coordinate schedules across our offices, and ensure every deliverable meets our firm's standards before reaching the client. The ideal candidate thrives in a fast-paced environment, takes pride in exceptional organization, and is comfortable working with modern practice management platforms. Key Responsibilities1. Client Onboarding & Front-Line Communication Serve as the primary, professional point of contact for inbound calls, emails, and office visitors. Guide clients through the digital onboarding process, tax organizer distribution, and document collection. Answer client questions regarding portal access, status updates, appointment scheduling, and payment options. Workflow & Document Management Administer client portals (uploading, tagging, sorting, and organizing tax documents, W-2s, 1099s, and financial statements). Track active engagements through firm workflow management software to ensure deadlines and turnarounds are strictly met. Package completed individual and entity tax returns for client delivery, coordinate digital signatures (Form 8879), and oversee secure document archiving.

Qualifications & Skills Experience:

2-5+ years of administrative or client coordinator experience in a professional services firm (prior CPA firm, EA practice, or tax preparation office experience strongly preferred).

Software Proficiency:

Strong working familiarity with practice management and workflow software (e.g., TaxDome, Canopy, or similar portal platforms). Familiarity with tax preparation software workflows (e.g., Lacerte, ProConnect, UltraTax, or Drake) is a significant plus. Proficiency with task tracking tools (e.g., Todoist, Asana), document management tools, and Microsoft Office / Google Workspace.

Organizational Mastery:

Exceptional attention to detail, strong time-management skills, and the ability to multitask during the high-volume tax season (January-April).

Communication:

Clear, polished, and empathetic written and verbal communication skills.

Discretion:

Absolute commitment to maintaining strict client confidentiality and handling sensitive financial data with care.

Pay:

$52,500.00 - $57,500.00 per year

Benefits:

401(k) 401(k) matching

Work Location:

In person