Office Manager & Client Coordinator

Job Overview Elite Financial Consulting LLC is seeking an organized, detail\-oriented Office Manager \& Client Services Coordinator to support the day\-to\-day operations of our growing accounting, bookkeeping, and tax firm. This position serves as the operational hub of the office and plays a critical role in ensuring projects move efficiently, clients receive exceptional service, and internal workflows remain organized. The ideal candidate enjoys problem\-solving, managing multiple priorities, communicating with clients, and helping teams stay on track. Duties Oversee daily office operations, including front desk management, filing systems, and clerical tasks to maintain an efficient workspace Track workflow and project movement throughout the firm Manage client onboarding and project setup within TaxDome \- experience is not required Monitor deadlines, open tasks, and workflow progression Client communication and follow\-up regarding missing information and outstanding items Scheduling support and appointment coordination Assist with tax return assembly, diagnostics review, e\-file processing, and rejection resolution support Manage e\-signature requests and document collection Track outstanding invoices and client payments Assist with payroll processing and recurring filing deadlines Support Texas franchise tax filings, reinstatements, entity maintenance, and new business formations Assist with internal process improvement and workflow development Provide administrative support to accounting, bookkeeping, and tax teams as needed Skills Strong organizational and project management skills Professional written and verbal communication skills Ability to manage multiple deadlines and priorities simultaneously Comfortable learning and utilizing technology platforms Experience in an accounting, tax, legal, financial services, or professional office environment preferred Experience with client service and workflow management strongly preferred QuickBooks, Tax software preparation software, TaxDome, Asana, or CRM experience is a plus Position Details Part\-Time W\-2 Employee Approximately 25–30 hours per week Hybrid preferred; remote flexibility available for the right candidate Compensation: $18\-25 per hour depending on experience 401(k) eligibility after applicable waiting period Opportunity for increased responsibilities and hours as the firm continues to grow Join us in creating an organized, welcoming environment where clients feel valued and our team thrives! This role is perfect for motivated professionals eager to make a meaningful impact through effective office leadership combined with outstanding client coordination. Pay: From $18\.00 per hour Benefits: 401(k) 401(k) matching Flexible schedule Paid time off Experience: CRM software: 2 years (Required) Office management: 2 years (Preferred) Customer relationship management: 2 years (Preferred) Ability to Commute: Canyon Lake, TX 78133 (Required) Work Location: Hybrid remote in Canyon Lake, TX 78133