Assistant Client Manager Jobs

About the position

NYT CPA—Not Your Typical CPA —is seeking a personable, organized, and detail-oriented professional to help keep our busy accounting office running smoothly.

You’ll be a primary point of contact for our clients and an important part of keeping documents, signatures, payments, and tax returns moving through our office. This position is a great fit for someone who enjoys helping people, takes ownership of follow-up, and can balance daily office responsibilities with changing priorities.

What you’ll do

• Answer incoming calls, assist with routine questions, and direct inquiries to the appropriate team member.
• Welcome clients, receive documents, and tax return pickups.
• Guide clients through required tax return signature documents and delivery procedures.
• Track tax returns through our workflow, maintain accurate status updates, and coordinate final mailing or delivery.
• Manage DocuSign requests, monitor outstanding signatures, and follow up with clients.
• Receive and scan client documents in our electronic filing systems.
• Assist clients with accessing our document portal and electronic signature systems.
• Accept check and credit card payments, accurately record invoice payments, and prepare and take deposits to the bank.
• Process incoming and outgoing mail and route correspondence to the appropriate staff member.
• Monitor and replenish office supplies and keep reception and shared spaces organized.
• Assist with general administrative projects.
• Learn and assist with bookkeeping, bank reconciliations, and payroll tasks in QuickBooks Online as needed.

What we’re looking for

• Strong attention to detail and consistent follow-through.
• A friendly, professional manner and clear communication skills.
• Excellent organization and the ability to manage multiple tasks and deadlines.
• Comfort handling frequent interruptions while keeping work accurate and organized.
• Dependability, initiative, and a willingness to help wherever needed.
• Discretion when handling confidential client and financial information.
• Confidence using computers, email, Microsoft Office, and electronic document systems.
• Willingness to learn new software and basic accounting processes.

Previous administrative or client service experience is preferred. Experience in an accounting firm, QuickBooks Online, bookkeeping, or payroll is a plus. Candidates with strong administrative skills and a willingness to learn are encouraged to apply.

Why NYT CPA?

You’ll work closely with our accounting team, build relationships with clients, and have opportunities to develop skills in office administration, client service, and accounting support. Your organization and follow-through will make a direct difference in how our firm serves its clients.

How to apply

Apply through Indeed with your résumé and a brief introduction explaining why you would be a good fit for this position.

PLEASE NOTE: Pay commensurate with experience.

Pay: From $20.00 per hour

Work Location: In person