CPA Firm Office Manager / Tax Operations Coordinator

About Our Firm

Reagan Parks & Associates, P.A. is an established small CPA firm serving individuals and businesses with tax preparation, tax planning, accounting and related professional services. We have served clients in the Boise market and beyond for over 30 years.

We are seeking a dependable, detail-oriented and experienced Office Manager / Tax Operations Coordinator to help manage our office operations, coordinate tax preparation workflow and provide outstanding service to our clients.

This position is ideal for someone who has worked in a CPA firm or professional tax preparation office and enjoys the administrative and organizational side of public accounting.

Our ideal candidate understands tax filing deadlines, return assembly, electronic filing procedures and the importance of maintaining an organized office during tax season.

Primary Responsibilities

Tax Administration and Workflow

· Track individual and business tax return preparation, extensions and filing deadlines.

· Coordinate the receipt, organization and processing of client tax documents.

· Assemble and deliver completed federal and state income tax returns.

· Process electronic filing authorizations, including Form 8879.

· Monitor e-file submission status, acknowledgments and rejected returns.

· Communicate with clients regarding missing documents, signatures and outstanding items.

· Maintain organized electronic client records and tax return files.

· Assist with annual tax organizers, engagement letters and client onboarding.

· Coordinate tax-season scheduling and workflow with professional staff.

Office Management and Client Services

· Oversee daily administrative operations.

· Answer telephone calls & greet clients

· Maintain professional and timely client communications.

· Manage correspondence, incoming documents and administrative records.

· Support billing, invoicing and payment processing.

· Manage office supplies, and servicing of equipment to ensure things run smoothly

· Identify opportunities to improve workflow, efficiency and client service.

Professional Opportunities – depending on experience and willingness to learn

· Prepare basic individual income tax returns.

· Assist with payroll processing and payroll tax filings.

· Prepare or assist with Forms 941, 940, W-2 and 1099.

· Provide basic bookkeeping or QuickBooks support.

· Assist with tax extensions and estimated tax payments.

Preferred Qualifications

· Two or more years of administrative experience in a CPA firm, tax preparation office or similar professional-services environment.

· Familiarity with federal and state tax filing deadlines.

· Experience assembling and processing individual and business tax returns.

· Understanding of electronic filing and Form 8879 procedures.

· Microsoft Outlook, Word and Excel skills.

· Excellent organization, accuracy and attention to detail.

· Strong written and verbal communication skills.

· Ability to handle confidential financial and tax information professionally.

· Ability to manage multiple priorities and deadlines independently.

· Experience with tax preparation software such as Lacerte, UltraTax, Drake, CCH etc.

What We Offer

Competitive compensation based on experience.

· Compensation: $26–$33 per hour, depending on experience

· Company retirement plan with company matching contribution

· 2 weeks paid time off

· Partial Health Insurance reimbursement may be available.

Stable, full-time, year-round employment with increased offseason flexibility.

A professional, small-office environment.

Direct interaction with clients and experienced tax professionals.

Opportunities to develop additional tax preparation, bookkeeping and accounting skills.

Meaningful responsibility and an important role in the firm's daily operations.

Schedule

Full-time, primarily Monday through Friday. Additional hours may be required during peak tax filing periods.

How to Apply

Please submit your résumé and cover letter to staff@reaganparks.com

If applicable, briefly describe any experience you have with CPA firms, tax preparation offices, tax return assembly, electronic filing, payroll processing or professional tax software.

We encourage applications from candidates who have previously worked in a small CPA firm and enjoy coordinating the administrative workflow of a tax practice.

Pay: $26.00 - $33.00 per hour

Expected hours: 32.0 – 40.0 per week

Benefits:

• Employee assistance program
• Paid time off
• Retirement plan

Experience:

• Office management: 2 years (Preferred)

Work Location: In person

Salary : $26 - $33