Office Assistant - Client Relations Manager

Client Relations Manager (Full-Time, 35 Hours/Week) Anaconda, MT - In Office Rivers and Rivers, CPAs This is not just an admin role. You will be the hub of our firm —the person who keeps clients informed, work moving, and details from slipping through the cracks. If you take pride in being organized, accurate, and trusted with sensitive information, this role will fit you well. We are looking for someone who is: Confidential, trustworthy, and discreet — you will handle sensitive financial and personal information every day Detail-oriented — small mistakes matter here and accuracy is critical Comfortable with technology — we run a paper-light, digital office using portals, tax software, and cloud tools What you'll do Be the primary point of contact for clients (phone, email, and portal) Schedule appointments and manage the CPA's daily workflow Organize and process client documents in a digital environment Prepare and deliver completed work to clients in a professional manner Assist clients with filing and payment processes Support payroll-related tasks, including scheduling tax deposits Help onboard new clients and guide them through our systems Perform basic QuickBooks Online tasks Assist with billing, collections, and firm expenses Keep projects and deadlines on track across the office What we're looking for Strong communication skills (especially on the phone) Highly organized and able to manage multiple priorities Comfortable learning and using new software Professional, calm, and confident with clients Team player who supports others and takes ownership Bonus if you have: Experience in a CPA firm or professional office Why this role is a good opportunity Stable, well-established local firm Meaningful role with real responsibility Direct work with the firm owner Opportunity to grow your skills in a technology-driven environment while building strong client service experience Newly remodeled office space coming online mid-June Compensation & Benefits $18-$21 per hour, depending on experience Health insurance

SIMPLE IRA

retirement plan Apply Submit your resume and a short note telling us why this role fits you.

Learn more:

https://riversandriverscpas.com

Job Type:

Full-time Pay:

$18.00 - $21.00 per hour

Benefits:

Flexible schedule Health insurance Paid time off Retirement plan Application Question(s): Have you used AI tools (such as ChatGPT or similar) to improve efficiency, organization, or communication? If so, briefly describe how.

Education:

High school or equivalent (Required)

Experience:

Microsoft Office:

1 year (Preferred)

Customer Service:

1 year (Preferred)

Office:

1 year (Required)

Work Location:

In person