Located in Dallas, TX
Pay: $45,000 - $60,000 per year
Job Full Description
Office Manager/Bookkeeper
Location: Plano TX – In-Person
Schedule: Monday – Friday, 8:00 AM to 5:00 PM
Job Type: Full-time, Temp-to-Hire
We are a staffing company currently seeking a professional and detail-oriented Office Manager/Bookkeeper to support one of our clients in the tax advisory industry. This is a full-time, in-person role with great potential for long-term employment.
Position Overview:
The Office Manager/Bookkeeper will play a key role in ensuring smooth office operations, accurate bookkeeping, and administrative support to the leadership team. The ideal candidate is organized, proactive, and has recent hands-on experience using QuickBooks for invoicing, payment tracking, and financial reporting.
Key Responsibilities:
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Office Administration: Oversee daily office operations, manage supplies, communicate with vendors, and maintain a well-organized workspace.
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Bookkeeping & Financial Tasks:
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Record payments received
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Enter outgoing payments into QuickBooks “checkbook”
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Generate and send client invoices
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Manage accounts receivable and perform bank deposits
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Maintain accurate financial records using QuickBooks
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Client & Team Support: Assist the Managing Partner with administrative needs, answer incoming calls, and support new client onboarding.
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Billing & Contracts: Prepare client contracts, generate billing documents, and follow up on unpaid balances.
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Reporting & Records: Generate financial and sales reports, track revenue, and help manage Comptroller data downloads.
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Event Coordination: Assist with planning team trainings, internal events, and client-facing meetings.
Qualifications:
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Must have recent work experience using QuickBooks (invoicing, recording payments, reporting).
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1–3 years of relevant bookkeeping and administrative experience.
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Highly organized, detail-oriented, and trustworthy with confidential information.
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Strong communication skills and a proactive attitude.
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Able to work independently and as part of a team.
What We Offer:
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Competitive pay, based on experience
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Opportunity for long-term placement with a respected client
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Supportive work environment and professional development
This is an onsite role — candidates must be available to work Monday through Friday, 8:00 AM to 5:00 PM. Send resume to apply to jobs.planotx@expresspros.com
Plano, TX
3308
18333 Preston Road
Suite 315
Dallas, TX 75252
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