<p><strong>Key Responsibilities</strong></p><ul><li><strong>Data Entry & Client Information Management:</strong> Accurately enter, update, and maintain client records and information within internal databases and workflow systems.</li><li><strong>Document Review:</strong> Review financial, tax, and client documentation to ensure completeness, accuracy, and compliance with internal procedures before processing.</li><li><strong>Document Management:</strong> Manage the intake, organization, scanning, filing, and electronic storage of client documents. Ensure documentation is complete, secure, and readily accessible when needed.</li><li><strong>Client Research & Issue Resolution:</strong> Retrieve client information upon request and assist with resolving client questions related to digital platforms, document submissions, and electronic processes.</li><li><strong>Return Processing & Filing Support:</strong> Prepare completed returns and related documents for electronic submission and distribution while adhering to established procedures and deadlines.</li><li><strong>Workflow Monitoring:</strong> Monitor processing statuses, identify exceptions or errors, and perform follow-up activities to ensure timely completion of work and adherence to service expectations.</li><li><strong>Client Communication & Support:</strong> Assist clients with document requests, onboarding activities, electronic signatures, secure document exchange, and return delivery processes.</li><li><strong>Shared Mailbox & Request Management:</strong> Manage incoming requests through shared communication channels, route inquiries appropriately, process routine requests, and follow up as needed.</li><li><strong>Quality Assurance:</strong> Conduct reviews to ensure compliance with company policies, regulatory requirements, and established procedures. Verify the accuracy and consistency of information prior to final processing.</li></ul><p><br></p>
<p>We are looking for an organized Office Manager to support daily administrative operations for an accountancy team in Gretna. This contract opportunity is ideal for someone who can keep the office running efficiently while balancing front-desk support, vendor coordination, and basic financial administration. The right candidate will bring a practical approach to workplace organization, strong communication skills, and the ability to manage multiple priorities in a structured office setting.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Oversee day-to-day office operations to maintain an efficient, well-organized, and structured work environment.</p><p>• Welcome visitors, answer incoming calls, and serve as the first point of contact for general office inquiries.</p><p>• Monitor inventory levels for workplace materials and arrange timely purchases to ensure essential supplies remain available.</p><p>• Coordinate with vendors and service providers to support smooth office functionality and resolve routine administrative needs.</p><p>• Process accounts payable tasks, including reviewing invoices and supporting accurate, timely payment handling.</p><p>• Maintain office records, files, and administrative documentation in an orderly and accessible manner.</p><p>• Assist with scheduling, correspondence, and other operational tasks that help internal teams stay productive.</p><p>• Support ongoing administrative improvements and help implement updated office procedures when needed.</p>