Now Hiring: ​
​Virtual Client Concierge and Office Manager

Company Overview: We are The Small Business Accounting Solution (TSBAS), a thriving, fully virtual tax and accounting firm with team members located throughout the United States, primarily on the East Coast. Our firm is dedicated to providing exceptional bookkeeping, payroll, tax preparation, and strategic consulting services to a diverse client base. We pride ourselves on our personalized approach, commitment to client satisfaction, and continuous improvement of our processes.
Job Summary: We are seeking a proactive and organized Virtual Client Concierge and Office Manager to join our team on a part-time basis (approximately 22 hours per week). The ideal candidate will focus on providing exceptional service to our clients by managing communications, scheduling appointments, and ensuring a seamless client experience. Additionally, you will handle key operational tasks to keep our virtual office running smoothly. This role offers the opportunity to make a significant impact on client relationships and operational efficiency. You must be self-motivated, capable of managing your time effectively in a remote work environment, and comfortable working independently.​
Key Responsibilities:
  • Client Communication Management: Serve as the primary point of contact for client inquiries via phone and email, ensuring professional and timely responses. Proactively communicate with clients, anticipating their needs and addressing concerns before they arise.
  • Appointment Scheduling: Coordinate and schedule client consultations and strategy sessions during business hours, managing and optimizing team calendars for efficiency.
  • Document Management: Assist clients in submitting necessary documents for tax preparation, organizing and maintaining client files securely.
  • Tax Preparation Coordination: Monitor the timing of tax preparation processes, providing clients with status updates and ensuring deadlines are met.
  • Problem Solving & Innovation: Identify areas for improvement within workflows and client interactions, thinking beyond the to-do list and implementing creative solutions to enhance overall efficiency and client satisfaction.
  • Process Improvement: Collaborate with the team to develop and refine Standard Operating Procedures (SOPs). Seek opportunities to streamline processes and deliver a better client experience.
  • Team Collaboration: Learn and understand our systems, services, and client base. Work closely with staff to ensure seamless operations and proactively offer ideas for improving the team's effectiveness.
Qualifications:
  • Proven experience in client service, office management, administrative support, or a similar role.
  • Self-Starter with Initiative: Ability to take ownership of tasks, find solutions independently, and go beyond a to-do list.
  • Critical Thinker: Strong critical and creative thinking skills to identify areas for improvement and implement effective changes.
  • Problem Solver: Demonstrated ability to develop innovative solutions and proactively address challenges.
  • Exceptional communication skills, both written and verbal.
  • Strong organizational and multitasking abilities.
  • Self-Motivated: Ability to manage time effectively and work independently without constant supervision in a remote work environment.
  • Comfortable working independently without constant interaction with coworkers.
  • Proficiency with virtual communication tools (e.g., Zoom, Voxer) and office software.
  • Willingness to learn about the tax and accounting industry and contribute ideas for improvement.
Preferred Qualifications:
  • Experience working in a virtual or remote team environment.
  • Background in customer service or client relations.
  • Familiarity with tax preparation processes and terminology.
Working Conditions:
  • This is a remote, part-time position averaging approximately 22 hours per week.
  • Working Hours:
    • Monday to Thursday: 9 AM–2 PM Eastern Time
    • Friday: 10 AM–12 PM Eastern Time
  • Increased workload and potential for additional hours during tax season.
  • Opportunity to manage multiple priorities and contribute significantly during peak periods.
  • Flexibility of remote work while being part of a supportive and dynamic team.
  • Must be able to manage time effectively and prioritize tasks in a remote setting.
  • Remember to take a 30-minute lunch break to recharge during your workday.
Benefits:
  • Flexible working hours within the specified time frame.
  • Opportunity to work remotely from any location within the United States.
  • Chance to contribute to a growing firm and make a meaningful impact on client experiences and operational efficiency.
  • Collaborative and supportive team environment that values input and innovative ideas.
  • Retirement matching and flexible time off opportunities
How to Apply:
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Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and explaining why they are a good fit for this role. 
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Please email your information to [email protected] with the subject line "Virtual Client Concierge and Office Manager Application – [Your Name]".