Office Manager

Location: Lincoln, RI
Employment Type: Full-Time
Company: EHG CPA

About EHG CPA

EHG CPA is a professional accounting firm committed to delivering accurate, timely, and personalized financial and tax services to individuals and businesses. We pride ourselves on building strong client relationships and maintaining the highest standards of service and integrity.

Position Summary

The Office Manager will oversee day-to-day office operations and serve as a key point of contact for our clients. This role ensures the firm runs smoothly by managing administrative processes, supporting the accounting team, and delivering an exceptional client experience. The ideal candidate is highly organized, professional, and comfortable interacting with clients in person, by phone, and via email.

Key Responsibilities

Client Interaction & Support

• Greet clients warmly and maintain a professional, welcoming office environment.
• Answer and route incoming calls; respond to client inquiries promptly.
• Schedule client appointments, coordinate meetings, and manage the firm’s calendar.
• Assist in collecting client documentation and ensure secure handling of sensitive information.
• Maintain strong client relationships through clear communication and follow‑up.

Office Administration

• Oversee daily office operations, supplies, equipment, and vendor relationships.
• Manage incoming and outgoing mail, including secure tax documentation.
• Maintain organized digital and physical filing systems.
• Prepare correspondence, forms, and standard client-facing documents as needed.
• Support the team with administrative tasks during peak periods (e.g., tax season).

Operational & Team Support

• Assist with onboarding processes for new clients and employees.
• Monitor workflow during busy periods and help ensure deadlines are met.
• Coordinate office maintenance, cleaning schedules, and facility needs.
• Support basic bookkeeping tasks such as billing, invoicing, and payment tracking (optional depending on your preference).

Compliance & Confidentiality

• Ensure all client information is handled in accordance with firm policies and privacy regulations.
• Maintain secure and compliant document storage procedures.

Qualifications

• Previous experience in office administration or office management (experience in an accounting or professional services environment preferred).
• Strong communication and interpersonal skills, especially with clients.
• Excellent organizational and multitasking abilities.
• Proficiency with Microsoft Office (Outlook, Word, Excel) and willingness to learn accounting software systems.
• Ability to maintain confidentiality and handle sensitive financial information.
• Professional, reliable, and detail‑oriented.

What We Offer

• Competitive compensation
• Supportive team environment
• Opportunities for professional growth
• A collaborative, client-focused workplace culture