Benefits:

401(k)

Employee discounts

Paid time off

Benefits/Perks

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job Summary

S.J. Julian & Co. is a well-established accounting firm seeking a professional and friendly Administrative Assistant to be the first point of contact for clients and visitors. This role plays a key part in ensuring smooth day-to-day operations, providing exceptional customer service, and supporting our team during the busy tax season.

Responsibilities

Greet clients and visitors in a professional and courteous manner

Answer and direct incoming phone calls and respond to voicemail messages promptly

Manage appointment scheduling for accountants and tax professionals

Monitor and respond to emails sent to the general office inbox

Handle incoming and outgoing mail and packages

Receive and log client documents and tax materials; assist with organizing and scanning documents into the system

Maintain a clean and organized reception area

Assist with assembling and organizing tax returns and client packets

Provide administrative support to staff as needed, including data entry, filing, and managing office supplies

Uphold confidentiality and discretion with sensitive client information

Qualifications

Prior experience in a receptionist or administrative role, preferably in a professional office environment

Excellent communication and interpersonal skills

Strong organizational skills and attention to detail

Proficiency with Microsoft Office Suite (Word, Outlook, Excel) and general office equipment

Experience with document management systems or tax software (a plus, but not required)

Friendly, reliable, and professional demeanor