What are the responsibilities and job description for the Front Office Manager position at Anderson-Folkoff?
What You’ll Do
- Client Relations: You will handle or oversee the majority of the clients’ direct interactions with the business (phone, email, and in-person). You’ll establish yourself as a reliable resource for clients. You will independently resolve most general client issues and inquiries. You will manage a part-time staff during peak seasons.
- Workflow Management: You will manage the flow of work between clients and the tax preparers. It involves the collection of client tax materials and getting them to the tax preparer and, at the back end, sending completed returns to clients for signature/payment. There’s often a lot of back-and-forth in between.
About You
· Experience: 3 years client-facing experience managing customer relationships, preferably in a professional services environment (accounting, law, medicine, etc.)
· Aptitude: You are able to resolve matters independently. You embrace technology. You are someone who thinks of how to engage technology to improve processes.
· Professional Style: You are someone clients like talking to. You're patient when they need help and friendly even when they're stressed. You’re good at offering solutions.
About Us
Anderson-Folkoff is a locally owned tax practice based in Santa Rosa, California. We provide tax preparation, planning, and advisory services to individuals, small businesses and non-profits, trustees and fiduciaries. Our team includes experienced tax professionals and support staff who work together to deliver accurate, timely, and thoughtful service to our clients.
We’re a small firm with a collaborative culture. We rely on each other, share information openly, and work together to solve problems and keep things running smoothly.
The firm is in a period of thoughtful growth under new ownership. We’re focused on improving our systems, adopting better technology, and strengthening our internal operations to support both our team and our clients. We’re looking for people who want to be part of that process.
Job Type: Full-time
Pay: $30.00 - $38.00 per hour
Expected hours: 32 – 40 per week
Benefits:
- 401(k) matching
- Paid time off
Work Location: In person
Salary : $30 - $38
