What are the responsibilities and job description for the Business Office Manager position at HERITAGE TAX SERVICE?
Overview
As a Business Office Manager, you’ll keep our tax office operations organized, compliant, and focused on clients. You’ll coordinate financial and administrative processes, project management, document management, and help teams deliver responsive service. Your impact: Accurate records, clear workflows, and attentive client management to help our clients and tax professionals navigate office processes with confidence.
Duties
- Oversee office functions for supply ordering and cleaning, etc.
- Coordinate administrative support, tax records, electronic record management, and client management software.
- Maintain compliance with our WISP (Written Information Security Protocol) per IRS standards in Circular 230 and applicable internal policies.
- Coordinate with staff and clients for scheduling and completion of tasks.
- Scan and file sensitive documents accurately and timely.
- Manage workflow and calendars for our team.
Requirements
- Experience in management, supervising teams and project oversight. Tax or other office experience preferred.
- Strong managerial communication and Microsoft Office skills; experience managing teams is an asset.
Pay: $27.00 - $32.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Family leave
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Work Location: In person
Salary : $27 - $32