What are the responsibilities and job description for the Office Manager position at Dishion & Hurst CPAs, an LWS Company?
Office Manager
Dishion & Hurst CPAs, an LWS Company
Location: Louisville, KY / Jeffersonville, IN (Hybrid)
Job Type: Full-Time
Salary: $60,000–$75,000 annually, based on experience
Job Description
Dishion & Hurst CPAs is a growing public accounting firm serving individuals and businesses throughout Kentucky and Indiana. We are seeking an experienced, organized, and motivated Office Manager to help oversee our daily operations, support our team, and ensure we continue delivering exceptional service to our clients.
We are affiliated with Lifetime Wealth Strategies, a financial planning and investment management firm. Although each firm maintains its own areas of expertise, our teams periodically collaborate on client matters where tax and financial planning intersect. This partnership allows us to share perspectives, coordinate efforts when appropriate, and deliver a more connected client experience.
We're committed to building lasting client relationships, providing high-quality service, and creating a collaborative environment where our team members can grow professionally.
This position will work directly with the Managing Partner and play an important role in improving operational efficiency, coordinating administrative responsibilities, and developing processes that support our firm's continued growth.
We're looking for someone who takes initiative, enjoys solving problems, and can independently manage responsibilities while working collaboratively with our team.
What You'll Do
Office Operations & Administration
- Oversee daily administrative operations across our Louisville and Jeffersonville offices.
- Coordinate office schedules, client appointments, and administrative workflows.
- Manage office supplies, vendors, equipment, and general office needs.
- Develop and maintain consistent administrative policies and procedures.
- Identify opportunities to streamline operations and improve efficiency.
Client Service & Practice Management
- Oversee client onboarding and offboarding processes.
- Coordinate engagement letters, client documentation, and information requests.
- Monitor administrative workflows and help ensure deadlines are met.
- Oversee administrative aspects of tax return processing, delivery, and electronic signatures.
- Ensure client inquiries are addressed promptly and professionally.
- Support the firm's practice management and document management systems.
Billing & Financial Administration
- Oversee client invoicing and billing procedures.
- Monitor accounts receivable and coordinate collection efforts.
- Assist with resolving client billing questions.
- Prepare administrative and financial reports for firm leadership.
- Identify opportunities to improve billing efficiency and collections.
Staff Coordination & Human Resources
- Coordinate administrative staff responsibilities and office coverage.
- Assist with employee onboarding, benefits administration, and personnel records.
- Manage PTO tracking and scheduling coordination.
- Assist with recruiting, interview scheduling, and new-hire preparation.
- Support communication and implementation of firm policies and procedures.
Process Improvement & Firm Growth
- Work with firm leadership to identify operational improvements.
- Develop standardized procedures to support efficiency and consistency.
- Assist with implementing new technology and administrative systems.
- Support operational projects and initiatives as the firm continues to grow.
What We're Looking For
- At least 3 years of experience in office administration, office management, or a similar position.
- Strong organizational, communication, and problem-solving skills.
- Ability to manage multiple priorities and deadlines independently.
- Excellent attention to detail and commitment to confidentiality.
- Proficiency with Microsoft Office and comfort learning new software.
- A proactive mindset and willingness to take ownership of responsibilities.
- Strong interpersonal skills and a commitment to exceptional client service.
- Experience in a CPA firm or other professional services environment is preferred but not required.
- Previous experience coordinating administrative staff is a plus.
Why Dishion & Hurst CPAs?
We're a growing firm that values initiative, collaboration, and work-life balance. We believe in giving our employees the flexibility and independence to succeed while providing the support and resources they need.
This is an opportunity to play an important role in shaping the administrative operations of our firm and helping build the processes and systems that will support our continued growth.
As our firm expands, this position offers opportunities for increased responsibility and professional advancement.
Compensation & Benefits
- Competitive salary of $60,000–$75,000, depending on experience.
- Health, dental, and vision insurance.
- 401(k) retirement plan with employer matching.
- Paid time off and paid holidays.
- Flexible work environment with opportunities for remote work.
- Reduced summer office schedule.
- Professional development opportunities.
- Long-term growth and advancement opportunities.
Schedule & Work Location
This is a full-time position with responsibilities across our Louisville, Kentucky, and Jeffersonville, Indiana offices.
The selected candidate should be comfortable working from either location based on the firm's operational needs.
We offer a flexible work environment, including opportunities to work remotely when appropriate. However, regular in-office availability is an important part of this position.
Some additional flexibility may be required during tax season and other periods of increased activity.
About Us
Dishion & Hurst CPAs, an LWS Company, provides tax preparation, tax planning, bookkeeping, payroll, and business advisory services to individuals and businesses.
We're committed to building lasting client relationships, providing high-quality service, and creating a collaborative environment where our employees can grow professionally.
Job Type: Full-Time
Pay: $60,000–$75,000 per year
Experience: Office Administration or Management: 3 years (Preferred)
Work Location: Hybrid, Louisville, KY / Jeffersonville, IN
Our firm operates offices in Jeffersonville, IN, and Louisville, KY. This position offers flexibility to work from either location based on employee preference and operational needs, along with opportunities for remote work. Occasional travel between offices may be required.
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Jeffersonville, IN 47130
Salary : $60,000 - $75,000