POSITION SUMMARY:

This position combines front-line reception and back-office support for the smooth operations of the organization.  The receptionist provides general administrative support to the staff and assists in special projects as needed.

The receptionist is knowledgeable of the tax and accounting profession. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

Essential duties and responsibilities include those set out below and other duties that may be assigned to meet business needs.

1.       Answer switchboard and directs callers to the appropriate staff.  Will transfer a call to the staff member's voice mailbox when the staff member is not available.  Adept at using all features of the telephone system and voice mail.

2.       Greets and directs visitors in a professional, friendly and hospitable manner.

3.       Provides callers with information such as company address, directions, fax numbers, website and related information

4.       Provides administrative support to the Accountants and Owners and other staff as may be necessary.

5.       Sorting and distribution of delivered mail on a daily basis.

6.       Receive all incoming shipments and deliveries and notifies recipients accordingly. 

7.       Prepares and processes outgoing mail to include:  accurate weighing, coding, affixing postage and preparing certified/overnight/return receipt mail.

8.       Ensures postage system is operational and keeps supervisor informed of postage needs.

9.       Maintenance of appointment calendars for accountants/schedule appointments.

10.   Make reminder appointment calls.

11.   Keep copier stocked with paper and order paper as needed.

12.   Assist monthly with folding, printing, sorting, stuffing and mailing Accounts Receivable statements and invoices.

13.   General filing.

14.   Update client information/Tax Organizers

15.   Enter tax invoices.

16.   Assemble and collate printed tax returns for distribution to clients.

17.   Scan and copy client documents.

18.   Call clients when returns are completed.

19.   Present completed tax returns to clients.

20.   Collect client payments, provide receipts, and record each transaction.

21.   Provide water (or other refreshments) for clients.

22.   Help clients' children to feel comfortable in waiting area. 

QUALIFICATIONS

*Essential - At least 2 years of related experience *

1.       Knowledge of MS Office Suite (Word, Excel, Outlook and PowerPoint) and Internet Explorer, Firefox, Chrome

2.       Excellent written and verbal communication skills.  Possesses exceptional interpersonal communication skills via phone, email and in person.

3.       Ability to work independently on assigned tasks as well as to accept direction on given assignments.

4.       Ability to multitask.

5.       Firm sense of responsibility.

6.       Positive, bright and professional attitude.

7.       High School Diploma

8.       Typing skills (minimum 50 wpm)

9.     ;   Numeric keypad skills

10.   Basic understanding of taxation and accounting concepts

Preferred

1.       Basic knowledge of QuickBooks and Drake Tax software

2.       2 year Associate Degree in Accounting or related business degree

3.       Bi-lingual (spanish) a plus