Location
Fullerton, CA, United States
Posted
July 09, 2026
Job Description
Description We are looking for an experienced and proactive Office Manager to support daily operations and deliver an excellent client experience in our California office. This contract-to-permanent opportunity is ideal for someone who enjoys balancing administrative coordination with client interaction in a client-focused services setting. The right candidate will bring strong organizational skills, sound judgment, and a service-focused approach to keeping the office running efficiently.
Responsibilities:
• Serve as the first point of contact for clients, providing courteous assistance by phone, email, and in person.
• Coordinate calendars and arrange appointments for tax preparation, consultations, and new client meetings.
• Assemble, review, and maintain client files so records are complete and ready ahead of scheduled appointments.
• Track incoming correspondence, manage mail and electronic communications, and direct inquiries to the appropriate team members.
Responsibilities:
• Serve as the first point of contact for clients, providing courteous assistance by phone, email, and in person.
• Coordinate calendars and arrange appointments for tax preparation, consultations, and new client meetings.
• Assemble, review, and maintain client files so records are complete and ready ahead of scheduled appointments.
• Track incoming correspondence, manage mail and electronic communications, and direct inquiries to the appropriate team members.