Mid sized accounting and business management firm is currently looking for an Office Manager to help manage one of our smaller satellite offices in Encino, California. This position involves managing a small team of 2 admin personnel and supporting 5 professional accounting staff.

Duties and Responsibilities:

• Project tracking and management, using Office Tools, to keep the professional staff on target for tax return preparation and other accounting services such as: city business license preparation, 1099 Forms, payroll tax returns, sales tax returns etc.
• Billing and collections: preparing monthly invoices for all clients at the direction of the Principal Accountant; preparing and reviewing billing and collections reports for the management team; preparing detailed billing statements as requested; collection efforts, including telephone calls, emails and monthly billing statements to clients.
• Accounting specific administrative duties, such as assembling tax return packets, filing tax return extensions, preparing and sending payment vouchers to clients etc.
• Following up with clients about tax information and documents.
• Prior accounting/tax office experience would be preferable.
• General administrative duties, such as answering the phone and transferring calls, checking and sorting daily mail, greeting office visitors and accepting deliveries, maintaining the office calendar and general office cleanup.

The ideal candidate must be detail oriented and organized – other staff members will be relying on your detail and organizational skills.

• Interpersonal skills must be on point as well, as you will be interacting with all members of the staff and clients regularly, including phone calls, emails and in-person.
• Familiarity with the following computer programs will be a huge plus: Microsoft Office, including Word, Excel and Outlook; Lacerte tax software; Office Tools practice management; Microsoft Teams and Zoom.
• This position will require you to work on site in an office, Monday through Friday, normal business hours.
• During the months of February through April and September and October, mandatory overtime (compensated) will be required due to the nature of IRS and CA FTB filing deadlines.

Please send resumes directly to anton.tilgren@jba.com for immediate consideration