Job Description

Come join our team!

We are a local small business with long term success and we are looking for a long-term employee who wants to be an integral part of our team. 

As a CPA firm who has provided accounting services to many local businesses for over 40 years, we are in need of an energetic organized people person to run our front desk. 

Previous experience in CPA or Law firm a plus. 

Knowledge of general tax and other accounting forms a plus.  You must be timely, organized, self-motivated, respectful, kind, responsible and have great people and multi-tasking skills.  This position handles much more than simple receptionist duties.

The front desk is the main hub of our office.  You will be working with all of our staff and be the at the front line with our clients.  We want them to look forward to calling or visiting our office.  Professional attire and attitude required.

This position requires heavy phones and a go getter who isn’t afraid to get up and get things done.  You help keep our front office beautiful and welcoming to clients.  You also keep our supplies ordered and organized.  Multi-tasking is a must as you will be called on by all of our staff, sometimes at once.   

We have busy seasons and a generally busy office with multiple facets of accounting and forensic litigation services.  Great computer skills are necessary with strong WORD and EXCEL knowledge. Logs and other recordkeeping worksheets are created and kept in Excel.   

ATTENTION TO DETAIL is a MUST.   Our calendars must be in order.  Messages must be correct.  Accounting tasks such as assembling tax returns and financial statements require attention to individual client details and needs.   Excellent written as well as proof reading skills are important in this position.

Prior experience in Lacerte Tax Software, Creative Solutions Accounting Software and QuickBooks is a plus.  Strong proficiency in 10 key and typing skills are extremely beneficial.

Bending, stooping and light lifting are required for general tasks such as loading the refrigerator, Costco orders, organizing office supplies, moving boxes holding client files or records, etc.

This position is a melting pot of skills and needs.  A jack of all trades who can think on their feet and has a will do attitude will thrive here!  Tolerance to stress is important.  Maintaining a professional level of confidentiality at all times is a must.

Our office is fully non-smoking.

Are you the right person to run our front desk?  Apply today!  Looking to hire immediately.

Please include your resume WITH salary requirements and contact information.

Selected candidates will be called in to take a short proficiency test which also helps us get to know you a little bit and find the perfect fit for our front desk!

Company Description

We are a full service accounting firm in Upland California. We have clientele from a variety of local industries. We work closely with our clients and depend on our staff to provide top notch services. Our office hours are from 8am to 5pm Monday - Friday plus overtime if necessary.