Receptionist/Administrative Assistant
Balanced CPAs is seeking an in-office receptionist/administrative assistant to be the smiling face and voice of our practice.
About Us:
We are a local CPA firm that provides individual and business tax services, bookkeeping services, and payroll services.
Role:
In this role, your main responsibility is to greet clients and handle incoming phone calls with professionalism and courtesy. In addition, you’ll be an essential part of our team, providing support to the office manager, bookkeeper, tax preparers, and CPA.
Receptionist Responsibilities:
- Appointment scheduling and reminders
- Communicate client needs to other staff members
- Handle incoming and outgoing mail
- Maintain general office organization and cleanliness.
- Organize and compare documents provided by clients
- Process completed tax returns for electronic or paper delivery and follow through steps until it is accepted by the IRS
- Manage tasks in your work queue
- Contact clients via phone and email to request and remind of missing documents
- Perform additional administrative duties as assigned
Must be proficient with computers as majority of our processes are electronic. Our peak busy season (typically from January-April and August-October) requires strong time management skills, the ability to accurately remember and execute processes, and keep up with multiple tasks while working under a sometimes stressful and fast paced environment.
Compensation & Benefits:
This position’s hours are 9am-5pm Monday-Friday and pays $25 an hour.
Balanced CPAs offers great benefits such as 401K, vacation & sick leave, disability and group life term insurance, and vision/dental insurance. We strive for a great office culture and truly care about our employees.
How to Apply:
If you’re a reliable and personable individual with strong communication and organizational skills, we encourage you to apply for this position. Please send resumes to Lauren at management@balancedcpas.com.
