One million success stories. Start yours today.

Client Services Manager/ Office Manager

Date Posted: Jun 30, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Irving, Texas, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 28, 2026

Job Description

Overview

The Client Services Manager/Office Manager position at Tax Planning Consultants LLC involves managing client communications and performing various office administrative duties in a rapidly growing Tax Planning Firm. The role requires strong organizational skills and experience in a related field, such as a Tax Office or Law Office.

Key responsibilities

  • Schedule appointments and maintain calendars
  • Coordinate meetings for clients and staff, including Zoom and Teleconference
  • Prepare communications, memos, emails, invoices, and reports
  • Write and edit documents such as letters and instructional materials
  • Manage document approvals and track documentation
  • Maintain a cloud-based electronic filing system
  • Ensure proper document retention practices
  • Manage leads and clients using CRM tools
  • Track tasks for self and the team
  • Assist in developing processes to maximize efficiency

Required skills

  • Administration
  • Client Communication
  • Office Management
  • CRM Management
  • Report Preparation
  • Calendar Management
  • Document Management
  • Process Development
  • Data Entry

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Irving, Texas, United States of America

Tax Planning Consultants LLC is a rapidly growing tax planning firm focused on providing high-quality services to clients. The firm emphasizes organization and efficiency in its operations, aiming to enhance client experiences and streamline administ... Read More

Google Map

Related Jobs