We are a prestigious, boutique CPA firm located in the heart of the beautiful business district of Pasadena, California since the 1960s. The firm provides high-quality tax, accounting, auditing and management consulting services to small-to-medium sized businesses, business owners, high net-worth individuals and non-profit organizations.  We pride ourselves on providing high-quality, personalized, responsive and proactive services to our clients.

Ideal candidates must be detail-oriented, meticulous, professional and highly organized to multitask in a fast-paced, deadline-driven environment with team members and many clients. People skills and recent work experience in a similar capacity are prerequisites for this position. 3 or more years of work experience in CPA or law firm(s) are preferred. As the Office/Client Service Manager, you must have forward-looking insights and take leadership roles to –

(1)  Proactively streamline and monitor the Company’s various processes, including but not limited to, time tracking, invoicing, bill paying, accounts receivable and payable management, procurement of office supplies, delivering and filing of both paper and electronic tax returns. The goal is to achieve and maintain accuracy and efficiency.

(2)  Internally coordinate with partners and team members for better office administration, and externally with clients to make sure their needs are met in a timely manner, and with vendors to procure and/or negotiate contracts for partners’ review and approval.

(3)  Effectively manage an office of approximately 10 professionals, as a Company advocate and team leader, to ensure all office guidelines are firmly observed and enforced, supervise office administrative assistant(s), successfully carry out HR functions as directed by the partners, and stay current on new developments in office management and labor laws.

Daily responsibilities of the Office/Client Service Manager include, but are not limited to, electronically submitting tax returns, keeping track of tax return statuses, assembling tax returns and financial statements, scheduling client appointments, answering phones, invoicing, processing various kinds of letters, communications and tax forms, time keeping for employees, making bank deposits, verifying and paying bills for the Company and for clients in QuickBooks, reconciling bank accounts, serving as the liaison between the Company and the outside IT provider for any computing issues, ordering office supplies, contacting vendors for office maintenance and repairs, negotiating contracts with vendors for partner review, keeping track of renewals of CPA licenses, software licenses, insurance policies, and office equipment leases. The above Office/Client Service Manager’s responsibilities are just for descriptive purposes only and are in no way all-inclusive. You will need to work in the office full-time and will currently have one Administrative Assistant to help you with the tasks. You will be fully charged with the responsibility of ensuring all the tasks are carried out successfully to meet our goals.

We provide exceptional compensation packages higher than peer firms to qualified, career-oriented professionals, including company-paid medical & vision insurance, secondary dental insurance, performance bonus, holiday bonus, company contributions to 401(k) plan, overtime paid at time and a half to all levels of employees, flexible time during non-tax season, vacation, sick time, and floating holidays in addition to regular holidays. The base salary for this position, before any bonus and overtime pay, is approximately $65,000/year, commensurate with the experience.

We will contact you to schedule a virtual interview if your qualifications closely align with the job requirements stated above.

We are a prestigious, boutique CPA firm located in the heart of the beautiful business district of Pasadena, California since the 1960s. The firm provides high-quality tax, accounting, auditing and management consulting services to small-to-medium sized businesses, business owners, high net-worth individuals and non-profit organizations. We pride ourselves on providing high-quality, personalized, responsive and proactive services to our clients.