Office Manager
for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)
2. Use - for lists of duties/requirements/benefits, and
for prose
3. Do NOT repeat the job title as a heading (the page already shows it)
4. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it
5. Preserve ALL substantive information; do NOT invent or summarize away detail
6. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions
7. Include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text
8. Never create Pay/Schedule/Benefits sections unless the posting actually states them
9. Prefer a few substantive sections over many thin ones
10. Output ONLY the HTML fragment — no /, no markdown code fences
Let me analyze the job posting:
The posting has these sections:
- "Join a Firm Where Your Work Matters" - intro/about the firm
- "Get to Know Us" - social media/website links
- "What You'll Do" / "Responsibilities" - detailed responsibilities
- "What We're Looking For" / "We're Seeking Candidates Who Bring Both Skill And Heart To Their Work" - requirements/qualifications
- "Core Competencies" - skills
- "What We Offer" - benefits (detailed with subsections: Compensation & Financial Benefits, Health & Wellness, Community & Culture)
- Application instructions and links at the end (to be removed)
I need to structure this into appropriate sections. The rules say to use specific heading names: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
Looking at the content:
- "About the role" could cover the intro paragraph about the firm and the role description
- "Responsibilities" - the detailed list under "What You'll Do"
- "Requirements" or "Qualifications" - the "What We're Looking For" section
- "Skills" - the "Core Competencies" section
- "Benefits" - the "What We Offer" section with its subsections
The posting doesn't have explicit "Pay" or "Schedule" sections, though it mentions "Competitive salary with performance-based bonus compensation plans" under benefits and "Willingness to work extended hours during peak seasonal periods" and "Paid Fridays off from October 16 to December 31". But the rules say never create Pay/Schedule sections unless the posting actually states them. Since there's no dedicated Pay or Schedule section, I should not create them. The salary info is part of benefits, and schedule info is mentioned in requirements and benefits.
I'll create sections: About the role, Responsibilities, Requirements, Skills, Benefits.
Let me structure the HTML:
1. About the role: Combine the intro paragraphs about the firm and the role description.
2. Responsibilities: The four subsections under "What You'll Do" - Client Service & Front Office Operations, Administrative Workflow Coordination, Office Operations & Administrative Support, Team Collaboration & Communication. Each with bullet points.
3. Requirements: The "What We're Looking For" section - the bullet points under "You'll Be a Strong Fit If You Have" and "Preferred Qualifications". I'll combine these into one list or separate? The rules say use
- for lists. I'll make one list for requirements, maybe separate required vs preferred? But the heading is "Requirements". I'll include both required and preferred as bullet points, maybe with labels.
4. Skills: The "Core Competencies" - four items.
5. Benefits: The "What We Offer" with three subsections, each with bullet points.
I need to remove: "Get to Know Us" social media links (boilerplate/navigation), application instructions ("Apply by clicking here...", "Visit Our Website And Social Media Pages" with URLs).
Also remove duplicated lines: "Responsibilities" appears twice? Actually "What You'll Do Responsibilities" - it's a heading. I'll use "Responsibilities" as the section heading.
Now, write the HTML fragment.
I'll start with
About the role
then for the intro prose.
Then
Responsibilities
with subsections? The rules say use for section headings. The responsibilities have sub-headings like "Client Service & Front Office Operations". Should I use ? The rules only mention for section headings. It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other heading levels, but to keep it simple, I'll use for main sections only. For subsections within responsibilities, I could use or ... but the rules don't specify. I think using would be semantic, but the instruction says "use for section headings". It doesn't say not to use other headings. However, to be safe, I'll keep only for the main sections and use for sub-headings within lists, or just incorporate them as list items with bold text.
Better: For each responsibility category, I can create a with a heading-like first item? But that's not semantic. I'll use Client Service & Front Office Operations
then for the bullets. That's acceptable.
Similarly for benefits subsections.
Let's craft.
First, About the role:
Join a Firm Where Your Work Matters We're looking for an Office Manager to join our growing accounting firm. If you thrive on variety, value integrity, communicate effectively, and enjoy helping clients solve complex challenges, you'll feel right at home here. At our firm, we're more than accountants—we're trusted advisors and partners to our clients. We foster a culture that balances professional excellence with flexibility, career growth with personal wellbeing, and high standards with a supportive, family-friendly environment. As the profession continues to evolve, we embrace technology and encourage every team member to continuously develop their technical skills while confidently adopting new software and AI-powered tools that enhance efficiency and client service.
As an Office Manager, you'll serve as the primary front‑office coordinator responsible for client experience, administrative workflow support, and day‑to‑day operational organization within the office. This role ensures that clients receive responsive, professional service while supporting internal teams through efficient communication, document management, and coordination of administrative processes.
Responsibilities:
Responsibilities
Client Service & Front Office Operations
- Greet clients and visitors professionally and create a welcoming office environment.
- Answer and direct phone calls, ensuring messages and client requests are routed to the appropriate team member.
- Manage intake of client documents and ensure information is properly organized and delivered to the correct staff.
- Assist clients with general inquiries and help coordinate responses from tax or bookkeeping staff.
- Deliver completed tax returns to clients and assist with invoice presentation and payment processing.
- Handle client concerns calmly and professionally, escalating issues when appropriate.
- Support the onboarding experience for new clients and assist with initial information collection.
Administrative Workflow Coordination
- Monitor and manage administrative tasks associated with tax return delivery, document routing, and client communications.
- Utilize firm software systems including XCM, Practice Management, Document, and SafeSend to support workflow coordination.
- Track task status and assist with moving work through the administrative stages of the firm's workflow.
- Assist staff by locating client information, researching prior engagements, and identifying responsible team members.
- Maintain organized document storage and filing procedures to ensure efficient access to client records.
Office Operations & Administrative Support
- Manage scheduling of client appointments using Outlook calendars and coordinate with firm staff as needed.
- Assist with scanning, filing, data entry, and general administrative support tasks.
- Process deposits, assist with accounts receivable, and support payment tracking when needed.
- Maintain office supply inventory and coordinate ordering as necessary.
- Assist with administrative coordination between multiple firm offices when needed.
Team Collaboration & Communication
- Serve as a communication link between clients and firm staff, ensuring information flows accurately and efficiently.
- Collaborate closely with the administrative team to ensure consistent service standards across offices.
- Participate in administrative meetings and contribute ideas for improving client experience and workflow efficiency.
- Support firm initiatives that enhance client service, communication, and operational effectiveness.
Requirements:
Requirements
- Strong verbal and written communication skills.
- Customer service expertise – friendly and patient, able to handle tough difficult situations tactfully and represent the firm professionally.
- Ability to manage multiple tasks efficiently.
- Proficient in Microsoft Office and Adobe Acrobat, including Outlook (calendar management), Word, Excel, and Teams.
- Ability and willingness to learn new technologies, including AI-powered tools.
- Willing to take direction, be coachable, and work collaboratively.
- Ability to perform in a dynamic, fast-paced, and deadline-driven environment.
- Willingness to work extended hours during peak seasonal periods.
- Prior experience in office administration, reception, or customer service roles (preferred).
- Experience working in the accounting/tax industry (preferred).
- Experience using workflow or document management systems (preferred).
- Experience with managing accounts receivables (preferred).
Skills:
Skills
- Client Service & Relationship Building
- Organization & Attention to Detail
- Communication & Professional Presence
- Team Collaboration
Benefits:
Benefits
Compensation & Financial Benefits
- Competitive salary with performance-based bonus compensation plans
- SIMPLE IRA retirement plan with firm contributions
- Firm-paid AICPA & TSCPA memberships
- Firm-paid CPA license renewal and continuing professional education (CPE)
- Paid time off to sit for CPA exams
Health & Wellness
- Medical, dental, and vision insurance options
- Generous paid time off, sick days, and paid holidays
- Paid bereavement leave
- Supportive work-life balance with a flexible work schedule
Community & Culture
- Paid volunteer hours and firm-wide community service activities
- Vibrant, family-friendly office environments
- Regular firm socials, team-building activities, and a fun, collaborative atmosphere
- Paid Fridays off from October 16 to December 31
That covers all substantive content. I removed the "Get to Know Us" section, application instructions, and social media links.
Now, ensure no markdown code fences, just HTML fragment
for prose 3. Do NOT repeat the job title as a heading (the page already shows it) 4. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it 5. Preserve ALL substantive information; do NOT invent or summarize away detail 6. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions 7. Include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text 8. Never create Pay/Schedule/Benefits sections unless the posting actually states them 9. Prefer a few substantive sections over many thin ones 10. Output ONLY the HTML fragment — no /, no markdown code fences Let me analyze the job posting: The posting has these sections: - "Join a Firm Where Your Work Matters" - intro/about the firm - "Get to Know Us" - social media/website links - "What You'll Do" / "Responsibilities" - detailed responsibilities - "What We're Looking For" / "We're Seeking Candidates Who Bring Both Skill And Heart To Their Work" - requirements/qualifications - "Core Competencies" - skills - "What We Offer" - benefits (detailed with subsections: Compensation & Financial Benefits, Health & Wellness, Community & Culture) - Application instructions and links at the end (to be removed) I need to structure this into appropriate sections. The rules say to use specific heading names: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Looking at the content: - "About the role" could cover the intro paragraph about the firm and the role description - "Responsibilities" - the detailed list under "What You'll Do" - "Requirements" or "Qualifications" - the "What We're Looking For" section - "Skills" - the "Core Competencies" section - "Benefits" - the "What We Offer" section with its subsections The posting doesn't have explicit "Pay" or "Schedule" sections, though it mentions "Competitive salary with performance-based bonus compensation plans" under benefits and "Willingness to work extended hours during peak seasonal periods" and "Paid Fridays off from October 16 to December 31". But the rules say never create Pay/Schedule sections unless the posting actually states them. Since there's no dedicated Pay or Schedule section, I should not create them. The salary info is part of benefits, and schedule info is mentioned in requirements and benefits. I'll create sections: About the role, Responsibilities, Requirements, Skills, Benefits. Let me structure the HTML: 1. About the role: Combine the intro paragraphs about the firm and the role description. 2. Responsibilities: The four subsections under "What You'll Do" - Client Service & Front Office Operations, Administrative Workflow Coordination, Office Operations & Administrative Support, Team Collaboration & Communication. Each with bullet points. 3. Requirements: The "What We're Looking For" section - the bullet points under "You'll Be a Strong Fit If You Have" and "Preferred Qualifications". I'll combine these into one list or separate? The rules say use
- for lists. I'll make one list for requirements, maybe separate required vs preferred? But the heading is "Requirements". I'll include both required and preferred as bullet points, maybe with labels.
4. Skills: The "Core Competencies" - four items.
5. Benefits: The "What We Offer" with three subsections, each with bullet points.
I need to remove: "Get to Know Us" social media links (boilerplate/navigation), application instructions ("Apply by clicking here...", "Visit Our Website And Social Media Pages" with URLs).
Also remove duplicated lines: "Responsibilities" appears twice? Actually "What You'll Do Responsibilities" - it's a heading. I'll use "Responsibilities" as the section heading.
Now, write the HTML fragment.
I'll start with
About the role
thenfor the intro prose. Then
Responsibilities
with subsections? The rules say usefor section headings. The responsibilities have sub-headings like "Client Service & Front Office Operations". Should I use
? The rules only mention
for section headings. It says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other heading levels, but to keep it simple, I'll use
for main sections only. For subsections within responsibilities, I could use or
... but the rules don't specify. I think using
would be semantic, but the instruction says "use
for section headings". It doesn't say not to use other headings. However, to be safe, I'll keep only
for the main sections and use for sub-headings within lists, or just incorporate them as list items with bold text. Better: For each responsibility category, I can create a
- with a heading-like first item? But that's not semantic. I'll use
- Greet clients and visitors professionally and create a welcoming office environment.
- Answer and direct phone calls, ensuring messages and client requests are routed to the appropriate team member.
- Manage intake of client documents and ensure information is properly organized and delivered to the correct staff.
- Assist clients with general inquiries and help coordinate responses from tax or bookkeeping staff.
- Deliver completed tax returns to clients and assist with invoice presentation and payment processing.
- Handle client concerns calmly and professionally, escalating issues when appropriate.
- Support the onboarding experience for new clients and assist with initial information collection.
- Monitor and manage administrative tasks associated with tax return delivery, document routing, and client communications.
- Utilize firm software systems including XCM, Practice Management, Document, and SafeSend to support workflow coordination.
- Track task status and assist with moving work through the administrative stages of the firm's workflow.
- Assist staff by locating client information, researching prior engagements, and identifying responsible team members.
- Maintain organized document storage and filing procedures to ensure efficient access to client records.
- Manage scheduling of client appointments using Outlook calendars and coordinate with firm staff as needed.
- Assist with scanning, filing, data entry, and general administrative support tasks.
- Process deposits, assist with accounts receivable, and support payment tracking when needed.
- Maintain office supply inventory and coordinate ordering as necessary.
- Assist with administrative coordination between multiple firm offices when needed.
- Serve as a communication link between clients and firm staff, ensuring information flows accurately and efficiently.
- Collaborate closely with the administrative team to ensure consistent service standards across offices.
- Participate in administrative meetings and contribute ideas for improving client experience and workflow efficiency.
- Support firm initiatives that enhance client service, communication, and operational effectiveness.
- Strong verbal and written communication skills.
- Customer service expertise – friendly and patient, able to handle tough difficult situations tactfully and represent the firm professionally.
- Ability to manage multiple tasks efficiently.
- Proficient in Microsoft Office and Adobe Acrobat, including Outlook (calendar management), Word, Excel, and Teams.
- Ability and willingness to learn new technologies, including AI-powered tools.
- Willing to take direction, be coachable, and work collaboratively.
- Ability to perform in a dynamic, fast-paced, and deadline-driven environment.
- Willingness to work extended hours during peak seasonal periods.
- Prior experience in office administration, reception, or customer service roles (preferred).
- Experience working in the accounting/tax industry (preferred).
- Experience using workflow or document management systems (preferred).
- Experience with managing accounts receivables (preferred).
- Client Service & Relationship Building
- Organization & Attention to Detail
- Communication & Professional Presence
- Team Collaboration
- Competitive salary with performance-based bonus compensation plans
- SIMPLE IRA retirement plan with firm contributions
- Firm-paid AICPA & TSCPA memberships
- Firm-paid CPA license renewal and continuing professional education (CPE)
- Paid time off to sit for CPA exams
- Medical, dental, and vision insurance options
- Generous paid time off, sick days, and paid holidays
- Paid bereavement leave
- Supportive work-life balance with a flexible work schedule
- Paid volunteer hours and firm-wide community service activities
- Vibrant, family-friendly office environments
- Regular firm socials, team-building activities, and a fun, collaborative atmosphere
- Paid Fridays off from October 16 to December 31
Client Service & Front Office Operations
then- for the bullets. That's acceptable.
Similarly for benefits subsections.
Let's craft.
First, About the role:
Join a Firm Where Your Work Matters We're looking for an Office Manager to join our growing accounting firm. If you thrive on variety, value integrity, communicate effectively, and enjoy helping clients solve complex challenges, you'll feel right at home here. At our firm, we're more than accountants—we're trusted advisors and partners to our clients. We foster a culture that balances professional excellence with flexibility, career growth with personal wellbeing, and high standards with a supportive, family-friendly environment. As the profession continues to evolve, we embrace technology and encourage every team member to continuously develop their technical skills while confidently adopting new software and AI-powered tools that enhance efficiency and client service.
As an Office Manager, you'll serve as the primary front‑office coordinator responsible for client experience, administrative workflow support, and day‑to‑day operational organization within the office. This role ensures that clients receive responsive, professional service while supporting internal teams through efficient communication, document management, and coordination of administrative processes.
Responsibilities:Responsibilities
Client Service & Front Office Operations
Administrative Workflow Coordination
Office Operations & Administrative Support
Team Collaboration & Communication
Requirements
Skills
Benefits
Compensation & Financial Benefits
Health & Wellness
Community & Culture