Insight Global Client is seeking a detail-oriented Office Manager / Administrative Assistant to support daily office operations and a team of accounting professionals in their Columbus, Ohio office. This individual will serve as a key operational partner, managing administrative functions, coordinating client documentation, assisting with tax return processing, and helping ensure the office runs efficiently during both busy and non-peak seasons.

Day-to-Day Responsibilities

• Open and process incoming mail.

• Assemble and distribute completed tax returns.

• Prepare mailing materials and client packages.

• Process weekly bank deposits.

• Assist with W-2 and 1099 preparation during tax season.

• Prepare and distribute client engagement letters using templates and mail merge.

• Maintain client records and documentation.

• Support office operations and administrative functions.

• Troubleshoot basic technology issues including:

○ Printer problems

○ Software issues

○ VPN connectivity

○ Client portals

○ New computer setup

• Coordinate with software support vendors when issues arise.

Support multiple CPAs simultaneously while managing competing priorities.