Job Description Job Description
The Role
Local forensic accounting/economic consulting firm seeking an organized, detail-oriented, and polished Office Manager to keep our practice running smoothly. This is a central role that touches nearly every part of the firm - from supporting each of our economists, to managing client engagement and billing, to handling day-to-day bookkeeping and office operations. The ideal candidate is highly organized, accurate, dependable, discreet with confidential information, and comfortable balancing recurring deadlines alongside the occasional surprise.
Key Responsibilities
- Coordinate daily workflow for six economists - managing case files, tasks, calendars, and correspondence in our practice management system (Clio).
- Manage client engagements from intake through closing, including conflict checks, engagement letters, document management, and follow-up to keep matters moving.
- Handle day-to-day bookkeeping in QuickBooks and Clio: categorizing transactions, monitoring bank accounts, processing deposits, and recording journal entries.
- Oversee monthly billing - preparing invoices and time reports, coordinating review, issuing finalized invoices, and following up on past-due accounts.
- Support payroll, retirement (401k), and benefits administration in coordination with the president.
- Prepare and file recurring business taxes (excise, workers' compensation, and city) and maintain related records.
- Keep the office running - ordering supplies, managing insurance and membership renewals, tracking employee time, maintaining credentials, and coordinating firm events.
Qualifications
- Strong organizational skills and exceptional attention to detail.
- Bookkeeping or accounting experience; familiarity with QuickBooks is preferred.
- Impeccable writing, grammar, and verbal communication.
- Discretion and sound judgment in handling confidential financial and legal information.
- Ability to calmly and efficiently manage competing priorities and recurring deadlines with minimal oversight.
- Experience with Microsoft Office, spreadsheets, document management systems (Clio) or similar is a plus.
- Prior experience in a professional services, legal, or accounting office preferred.
- Ability to bring warmth, polish, professionalism, and good judgment to the office each day.