Job Posting: Office & Client Services Manager

Location: Towson, MD (On-site)
Position Type: Part-Time to Full-Time
Compensation: $30–$34/hour to start (part-time); transitions to a salaried position at $65,000–$80,000 annually when full-time.

About Us

1st Step Accounting, LLC is a virtual accounting and tax firm serving small businesses and individuals with professional bookkeeping and tax solutions. While our team works remotely, we maintain an office in Towson, Maryland for mail, packages, and shared workspace. We are looking for a reliable and proactive Office & Client Services Manager to join our team and help keep our operations running smoothly.

The Role

The Office & Client Services Manager will oversee office administration, manage client communications, and ensure operational workflows are consistently followed. This role is perfect for someone who thrives on organization, enjoys working directly with clients, and has the initiative to keep things moving without constant oversight.

This position will start part-time on an hourly basis with the expectation of transitioning into a full-time, salaried permanent role as our firm continues to grow.

Key Responsibilities

  • Serve as the first point of contact for clients via phone and email.
  • Draft and send client responses using firm-approved templates in Missive.
  • Filter and direct client inquiries to the appropriate accountant or tax preparer, escalating to the CEO only when necessary.
  • Manage the Towson office, including handling mail, packages, and tenant communications.
  • Keep projects and client records up to date in Monday.com.
  • Support onboarding and disengagement workflows, ensuring deadlines are tracked.
  • Confirm billing accuracy through our billing platform Anchor.

Qualifications

  • Required: Strong proficiency with Google Workspace (Gmail, Drive, Docs, Sheets, Calendar).
  • Able to work on-site in Towson, MD.
  • Availability: Must be able to work during our regular business hours, Monday–Friday, 10:00 AM – 6:00 PM EST.
  • Preferred: Prior experience in an accounting or tax firm.
  • High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
  • Strong organizational and administrative skills.
  • Excellent written and verbal communication.
  • Comfortable learning new software systems (training provided for Monday.com, ShareFile, Anchor, and QuickBooks Online).
  • Dependable, detail-oriented, and professional.

Compensation & Growth

  • Part-Time Start: $30–$34/hour
  • Full-Time Transition: Salaried role at $65,000–$80,000 annually
  • This role is designed to grow with the firm. As responsibilities increase and the firm expands, there will be opportunities for salary reviews, professional advancement, and greater leadership responsibilities.

How to Apply (Follow These Instructions Carefully)

To be considered for this role, you must complete our online application form. Applicants who do not follow instructions will not be reviewed.

👉 Apply here: https://b.link/b4dctjkj

The application will ask you to:

  1. Upload your resume as a PDF named “Lastname_Firstname_Resume.pdf.”
  2. Answer questions about your Google Workspace experience and prior work in accounting/tax firms.
  3. Draft a one-paragraph sample email reply to this client message: “Hi, I can’t find where to upload my tax documents. Can you send me the link?”
  4. Confirm that you are available to work on-site in Towson, Monday–Friday, 10:00 AM – 6:00 PM EST.