Office Administrator

Job Description

Job Description

About Us:

RubyCo. Concierge Tax + Accounting is a well-established, locally owned CPA firm founded in 2009. We pride ourselves on offering personalized and comprehensive tax and accounting services to both individuals and businesses within our community. We are seeking a motivated and experienced Tax Accountant to join our dynamic and supportive team. We believe in fostering a professional yet friendly environment where every team member is encouraged to take on new challenges and pursue continuous professional and personal growth.

Position Summary:

We are currently seeking a highly organized, professional, and enthusiastically friendly individual to take on the Receptionist / Office Manager hybrid role. This position is vital not only for ensuring the smooth, daily function of our office and delivering an exceptional first impression to clients and visitors.

Key Responsibilities

• Client Communication & First Impression: Serve as the primary, professional, and courteous point of contact for incoming calls, emails, and visitors.

• Call and Email Management: Efficiently manage a multi-line phone system. You will also manage and respond to general office email correspondence in a clear, professional, and timely manner.Scheduling and Calendar Management: Take the lead in scheduling client appointments, coordinating internal team meetings, and managing the firm’s main professional calendar.

• Document Management: Provide essential support to our tax professionals by assembling, binding, and scanning completed tax returns and other sensitive client documents, ensuring absolute accuracy and adherence to confidentiality protocols.

• Comprehensive Supply Management: Proactively monitor, track inventory, and order all necessary office supplies, kitchen necessities, and essential equipment, ensuring the office is consistently and adequately stocked without shortages.

• Vendor and Facility Relations: Act as the primary liaison and coordinator with building management, external IT support, cleaning services, and all other necessary office vendors to ensure all services are delivered efficiently.

• Administrative Team Support: Proactively coordinate other administrative staff.

Required Qualifications:

• Experience: A minimum of one (1) to two (2) years of recent and relevant experience working in a CPA firm or other professional office space.

• Education: High School Diploma or equivalent is required. Further education in a related field is a significant plus

• Strong organizational skills

• Strong communication and phone skills

• Competent in MS Excel, Word, Outlook, Zoho and general computer skills

• Knowledge of Thomson Reuters accounting software and quickbooks online preferred, but not required

Compensation and Benefits:

This is a Full-time opportunity offering competitive compensation and a robust benefits package.

• Compensation: The hourly pay rate ranges from $20.00 to $25.00 per hour, depending entirely on the candidate's experience.

• Comprehensive Benefits Package: We value our employees and offer a variety of benefits, including:

  • Paid Time Off (PTO)

  • 401K Retirement Savings Plan with Company Matching contributions

  • Health Insurance Coverage

  • Dental Insurance Coverage

  • Vision Insurance Coverage

  • Opportunities for ongoing Professional Development, Continuing Professional Education (CPE), and career advancement within the firm.

Work Environment and Culture:

At RubyCo., we are committed to fostering a supportive, collaborative, and challenging culture. We encourage intellectual curiosity, embrace complex tax challenges as opportunities for learning, and actively promote both the professional growth and personal well-being of our entire team.

We are a locally owned CPA firm with over 20 years experience serving the community with tax preparation, accounting and business advisory services. Our shared entrepreneurial spirit drives us to see and do things differently, supporting our clients in their personal and professional lives.

Company Description

We are a locally owned CPA firm with over 20 years experience serving the community with tax preparation, accounting and business advisory services. Our shared entrepreneurial spirit drives us to see and do things differently, supporting our clients in their personal and professional lives.