Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Greet clients and visitors in a friendly and professional manner.
- Answer and direct incoming phone calls, taking messages or transferring calls as necessary.
- Maintain a neat and organized reception area.
- Client Interaction:
- Assist clients with inquiries, appointments, and basic questions.
- Schedule appointments as needed.
- Ensure client confidentiality and handle sensitive information with discretion.
- Assist clients with inquiries, appointments, and basic questions.
- Schedule appointments as needed.
- Ensure client confidentiality and handle sensitive information with discretion.
- Manage and maintain the office calendar, scheduling appointments and meetings for the tax professionals.
- Sort and distribute mail, faxes, and other correspondence.
- Maintain electronic and paper filing systems for client records and office documents.
- Monitor and order office supplies, ensuring inventory is well-stocked.
- Keep the office clean, organized, and presentable for clients and staff.
- Report any maintenance issues to the appropriate personnel.
- Schedule and Plan office events as coordinated by the National Office Manager
- Maintain consistency in events across offices
- Order catering and any items needed to facilitate a successful event
- Data Entry and Record Keeping:
- Accurately input client information into tax software and databases.
- Organize and archive client files in accordance with established procedures.
- Assist in preparing and processing tax-related documents and forms.
- Work closely with tax professionals and support staff to facilitate efficient office operations.
- Communicate client appointments and special instructions to the tax preparers.
Requirements
- High school diploma or equivalent; additional education or certification in office administration is a plus.
- Previous experience in a receptionist or administrative role is preferred.
- Knowledge of tax-related terminology and procedures is advantageous.
- Proficiency in office software (e.g., Microsoft Office Suite) and familiarity with tax software is beneficial.
- Excellent communication and interpersonal skills.
- Strong organizational abilities with attention to detail.
- Professional demeanor and a customer-centric attitude.
- Ability to handle confidential information with discretion and integrity.
- Time management skills to prioritize tasks and meet deadlines.
Ready to Apply?
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