Part-time Office Manager/Full-Time for Tax Season
Recruitment began on July 23, 2025
and the job listing Expires on August 30, 2025
Internship Accounting, Data Analytics, Economics & Finance
We are a client-focused, multi-service financial office offering insurance and tax preparation to our community. Our team is small but might–passionate about delivering high-quality service with integrity and care.
Job Summary
We are seeking a dedicated, organized, and customer-service oriented professional to serve as a part-time Office Manager and potentially a Licensed Insurance Manager. This role requires a willingness to become certified in tax preparation to assist with seasonal tax work as well as possibly licensed in insurance. The right candidate is someone who thrives in a multi-tasking environment, takes ownership of their responsibilities, is consistently on-time and reliable, and genuinely cares about helping clients and doing quality work. This role will require approximately twenty hours a week with a willingness to travel to other locations on occasion.
Key Responsibilities
* Manage daily office operations and ensure a smooth workflow
* Provide excellent customer service to clients both in person and over the phone
* Provide support for client insurance policies (must be licensed or willing to get/transfer license)
* Oversee client files, compliance, scheduling, and communication
* Complete or enroll in tax certification training and assist in seasonal tax preparation
* Support client retention and growth through proactive follow-up and dependable service
Required Qualifications
* Current insurance license (property & casualty or life & health) or willingness to obtain
* Willingness to become certified in tax preparation (training provided)
* STRONG customer service and communication skills
* RELIABLE, self-motivated, and committed to doing high-quality work
* Proficient in Microsoft Office and comfortable learning office software
* Highly organized with attention to detail and the ability to manage multiple priorities
Preferred Qualifications
* Previous office management and/or sales experience
* Experience in tax preparation or a related financial field
We Are Looking for Someone Who:
* Cares deeply about doing a job well and helping others
* Takes pride in their work and is not afraid to take initiative
* Understands the importance of client trust and professionalism
* Can work independently and with a team
* Is RELIABLE and committed to doing the best job every day
* Is looking for a long-term opportunity with room to grow
To Apply:
Please respond to this posting with your resume and a brief cover letter explaining why you’re interested in this role and how your experience aligns with the responsibilities.
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