Office Manager

Lottsa Tax & Accounting Services, Inc. and our affiliate Lottsa Financial Services, Inc. seek to hire a highly proactive, capable year-round Office Manager.  (www.lottsa.com)

Candidate skills and qualifications:

• Highly competent and comfortable with computers & technology, including cloud-based programs
• Ability to proactively identify tasks and projects to improve processes at Lottsa
• Willingness and ability to take ownership over tasks and serve as Project Manager
• Experience and skill with Microsoft Office applications
• Organized and detail-oriented
• Flexible, with willingness to work more hours during January-April Busy Season
• Patient with others (clients and colleagues)
• Excellent written and verbal communication skills both with clients and colleagues
• Prioritizes client confidentiality

Primary job tasks:

• Create and distribute invoices to clients; manage payments; field client questions
• Initiate and coordinate bulk client communications, both paper and electronic
• Work with off-site IT support to manage and maintain office tech systems including phones, computers, remote access, and cloud-based tools
• Assist Receptionist with tasks including scanning, filing, packaging tax returns, e-filing, interfacing with and greeting clients, answering phones
• Onboarding new clients and setting them up across multiple databases
• Manage and maintain scheduling system (Calendly with Zoom integration)
• Basic website maintenance and updates
• Manage office scheduling and staffing

What Lottsa offers:

• Between 75% and full-time position, with heavier hours during tax season (January – April) and flexibility the rest of the year.
• Employment benefits include employer-sponsored health insurance coverage, retirement plan (SIMPLE IRA), paid holidays, and paid time off.
• Minneapolis office near Green Line and U of MN Carlson Business School.
• Progressive values among compassionate, caring staff and clients.