What are the responsibilities and job description for the Administrative Coordinator / Office Manager position at Advanced Tax Planning LLC?
Location: Westport, MA
Company: Advanced Tax Planning, LLC.
About Us:
We are a trusted tax advisory firm specializing in advanced tax planning for both individual and business clients. Built on relationships, professionalism, and client trust, our growing firm is looking for a dependable and organized Full-Time Administrative Coordinator / Office Manager to support our daily operations and client experience.
This role reports directly to the firm Partners/Owners and is ideal for someone who enjoys working with people, staying organized, and helping a professional office operate efficiently during both tax season and year-round operations.
January ~ April: Monday–Friday 8:30 AM – 5:00 PM
May ~ December: Flexibility in hours and move to potential HYBRID/REMOTE during these months.
Responsibilities:
- Answer incoming phone calls and manage office emails
- Schedule and confirm client appointments
- Client intake and communication
- Scan, file, and organize confidential tax documents
- Manage workflows, office systems, and client files
- Support the tax preparation team and office operations
- Assist with newsletters, social media, and client communications
- Record payments and assist with cash management tasks
- Maintain office supply inventory and office organization
- Assist with post office runs and office errands
- Maintain a professional and welcoming office environment
Qualifications:
- Strong communication and organizational skills
- Detail-oriented and dependable
- Professional customer service attitude
- Experience with Microsoft Office Suite including Word, Excel, and Outlook
- Comfortable working with confidential client information
- Experience with office systems, phone systems, and workflow management
- TaxDome and/or Drake Software knowledge preferred
- Portuguese speaking preferred
- Availability during tax season including 2 Saturdays per month
Benefits:
- PTO
- Health Insurance Reimbursement
- Retirement Plan
- Competitive hourly pay based on experience
If you thrive in a busy office environment and enjoy helping people while keeping operations organized, we would love to hear from you.
To Apply:
Please send your resume and brief introduction to: info@advancedtaxma.com
Job Type: Full-time
Pay: $17.00 - $21.00 per hour
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Westport, MA 02790 (Required)
Ability to Relocate:
- Westport, MA 02790: Relocate before starting work (Required)
Work Location: In person
Salary : $17 - $21