Receptionist

4 weeks ago

Martinez, United States Cleveland Group, CPAs & Business Advisors, LLC Full time

The receptionist of a CPA firm is the person who provides administrative support to the office and staff which is helpful in running the day to day operations. He/she acts as one of the main reasons for perfect maintenance and function of the firm. The position should not be taken lightly. Duties may include fielding telephone calls, receiving and directing visitors, data processing, creating spreadsheets, and filing. This position requires strong computer skills, flexibility, excellent listening skills, high volume communication, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors. Sensitivity to confidential matters are required. 

 

Duties include but are not limited to:

 

Administrative:

        Answering phones

        Scheduling appointments and maintain

        Client service

        Incoming and outgoing mail & faxes

        Maintain records and filing system

        Inventorying, stocking, and ordering of supplies

        Database management

        Maintaining office appearance and keeps office organized and tidy for first impressions

        Maintains conference rooms and computer updates

        Photocopying and scanning documents

        Tax set-ups and processing tax returns

        Ensures accuracy of supporting documents & filing

        Maintenance of building, phone system, office machines

        Conduct morning setup and night shutdown tasks

        Assist clients picking up tax returns

        Ensure all firm communications project the desired image and position of TCG with consistent brand standards applied to all platforms both internal and external

        Ensure TCG's philosophy, mission, and vision are pertinent and practiced throughout the firm

 

Qualifications:

To perform this job successfully, an individual must be able to multitask and perform each essential duty satisfactorily. The individual must exhibit a pleasant and welcoming demeanor both in person and on the telephone. 

 

        Minimum 1 year of experience in administration, client services, or marketing

        Must demonstrate success in design and execute administrative functions

        Strong analytical, organization, and personal skills

        Demonstrate success in writing letters and correspondence

        Computer literate in Microsoft Word and Excel

        Strong oral/written communication skills

        Ability to lift 30 lbs.

        Ability to sit and stand for long periods of time.

        Must promote positive public relations with clients, staff, and partners

        Must be dependable, responsible, and reliable

 

Our benefits include:
  • Health insurance (medical, dental, vision)
  • Short and long-term disability
  • Life insurance
  • Continuing professional education & training
  • Paid time off
  • 401(k) with matching
  • Career Advancement


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