Receptionist

2 months ago

Flagstaff, United States Johanna Klomann Full time
Job DescriptionJob DescriptionSalary: $21+

Receptionist

 

About Us:

 

At Johanna Klomann CPA PLLC, we bring decades of experience and expertise to help individuals, small businesses, and nonprofits navigate the complexities of finance and taxation. With a dedicated team of certified professionals, we offer a range of services tailored to your unique needs, including individualized accounting, accounting services for small businesses, and support for nonprofits.

Additionally, we provide year-round bookkeeping and payroll services, ensuring your financial operations run smoothly.

 

The Role:

 

The Receptionist is the first point of contact for our clients, playing a vital role in creating a positive and welcoming environment. You will be responsible for a variety of administrative tasks, ensuring the smooth operation of our office and supporting our team members. This role offers a great opportunity to learn about the tax industry while providing exceptional client service.

 

Responsibilities:

 

  • Client Relations:
    • Answer and direct phone calls and emails professionally, ensuring a positive and efficient client experience.
    • Greet visitors warmly and professionally, directing them to the appropriate team
    • Schedule appointments, client visits, and company events using scheduling software (if applicable).
    • Assist with basic client intake tasks, such as collecting initial information or directing clients to relevant resources on our website.

●      Office Management:

  • Maintain a clean, organized, and welcoming office
  • Order and stock office
  • Provide basic administrative support to team members, such as photocopying, scanning, and filing documents.

●      Additional Responsibilities:

  • May assist with administrative projects in areas like financial support, marketing, or other ad-hoc tasks as directed.
  • Maintain confidentiality of all client and company

 

Qualifications:

  • High school diploma or
  • Professional demeanor with excellent communication and interpersonal
  • Minimum two years of relevant office Preference will be given to candidates with experience in a tax or accounting environment.
  • Proficient in Google Workspace & Microsoft Office Suite (Word, Excel, Outlook) and basic office software.
  • Knowledge of Quickbooks & Drake Software (Tax preparation) a plus
  • Ability to operate scanners, copiers, and
  • Strong organizational skills and attention to
  • Ability to multitask, prioritize workloads, and meet
  • Positive and enthusiastic attitude with a willingness to
  • Basic understanding of tax terminology is a


The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor, policy and company management.


Diversity & Representation: We are committed to building and supporting diverse and representative communities, long-term career opportunities and extends Equal Employment Opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

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