Office Manager

The ideal candidate will be based in New York City and support the daily operations of a financial services office. They will be responsible for coordinating meetings and office events, answering inbound phone calls, managing incoming and outgoing mail, and ensuring the office runs efficiently. The candidate should possess strong organizational and communication skills, a professional and friendly demeanor, and the ability to interact effectively with clients, office visitors, employees, and interview candidates in a fast-paced financial services environment.

Responsibilities

• Maintain a complete client list and track the tax returns required for each client.
• Monitor filing deadlines and ensure returns are filed on time.
• Email returns to clients, clearly outlining amounts due, refunds, and estimated tax payments.
• Follow up on e-file authorizations and confirm returns have been released for filing and accepted by the appropriate tax authority.
• Maintain task lists, coordinate assignments, and follow through on outstanding administrative items.

Qualifications

• Experience with Microsoft Office Suite, including Outlook, Word, and Excel.
• Strong verbal and written communication skills, with the ability to interact professionally with colleagues, clients, and visitors.
• Ability to juggle multiple priorities, stay organized, and thrive in a fast-paced financial services environment.