Benefits:

401(k)

401(k) matching

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Benefits/Perks

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant-Receiptionist to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Responsibilities

Answer incoming phone calls and route them to the appropriate person

Schedule appointments and maintain a calendar, schedule conference room

Organize meetings, open and distribute mail

CPA support, process tax returns, bind reports, maintain and oversee client portals, status of related documents

Write emails, memos, and letters and distribute them appropriately

Contribute to company reports

Maintain an organized filing system

Develop, update, and maintain relevant office procedures, supplies

Qualifications

High school diploma/GED required, Associate’s degree or administrative training is preferred

Previous experience as an Administrative Assistant or in a similar position, CPA firm experience preferred

Familiarity with standard office equipment such as printers and fax machines

Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint

Experience with Thompson Reuters products, Ultra Tax, Creative Solutions suite

Highly organized with excellent time management skills and the ability to prioritize projects