Receptionist/Administrative Assistant

The Receptionist/Administrative Assistant performs a variety of clerical and administrative tasks to support the professional staff and partners of the firm. Our receptionist presents a professional image for the firm answering telephones, greeting visitors, and receiving and transmitting telephone and other messages.

Job Functions

• Acts as company receptionist, answering telephones quickly and efficiently, using a multi-line telephone system, and scheduling up conference phone calls and virtual meeting for professional staff and partners of the firm.
• Receives and transmits telephone and facsimile messages accurately and promptly, using the telephone, telephone message pads, facsimile machine, and photocopy machine.
• Greets clients and visitors in a professional and friendly manner and notifies appropriate staff member of their arrival.
• Maintains client paper files and files firm’s work papers and correspondence.
• Maintains firm’s paper and electronic filing systems.
• Logs and scans incoming client work papers and forwards to appropriate staff member for tax return preparation.
• Photocopies and/or scans documents as assigned.
• Schedules meetings for partners and professional staff with clients.
• Processes and assembles client packages and tax returns as assigned.
• Notifies clients by telephone when tax returns and/or other work product is complete ready for pick-up.
• Provides clerical and administrative support to firm’s partners and professional staff as needed.
• Prepares and scans deposits for the firm and deliver to bank if needed.
• Assists CPA with client bookkeeping data entry. Maintains small bookkeeping accounts, such as deposits and accounts payable.
• Meters mail and prepares certified letters, etc., and takes to post office when needed.
• Electronically files client tax returns, saves/scans related documents and closes out tax files when tax filing process is completed.
• Receives and sorts mail; and distributes to recipients.
• Take payments from client, reviews documents, communicates instructions, and obtains signatures from clients.
• Starting wage for position based on experience

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• Health insurance
• Paid time off

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Customer Service: 1 year (Preferred)

Work Location: In person