Receptionist

About the Role:

The Receptionist will ensure exceptional front desk operations by providing coverage alongside another receptionist, delivering outstanding customer service, and maintaining a professional and welcoming environment for internal and external partners.

What You’ll Do:

• Manage and direct incoming calls promptly and professionally, ensuring accurate transfers and exceptional customer service.
• Coordinate the checkout and secure shipping of tax returns, maintaining compliance and confidentiality throughout the process.
• Update and maintain internal workflow tracking systems to ensure accurate project status and smooth operational flow.
• Prepare and apply address labels and postage for outgoing correspondence, ensuring timely and accurate delivery.
• Handle and safeguard sensitive documents and confidential information in accordance with firm policies and industry standards.
• Provide administrative support for internal meetings and partner events, assisting with logistics and execution as needed.
• Monitor inventory levels and restock office, storage, and kitchen supplies to maintain a well-equipped and organized workspace.
• Process, scan, and distribute incoming mail efficiently to ensure timely communication and document management.
• Collaborate with team members across departments to deliver seamless service and support for clients and internal stakeholders.
• Proactive in identifying opportunities to support the department.

About You:

• Graduation from high school or GED.
• 5+ years of job-related experience.
• Proficient in Microsoft applications including Word, Excel, Outlook and PowerPoint; knowledge of operation of standard office equipment.
• Must be able to lift packages and mail frequently.
• Mastery of spelling and grammar.
• Integrity and the ability to maintain a high level of confidentiality.
• Ability to proactively anticipate needs.
• Eager to learn.
• Strong self-starter who is comfortable working both independently and as a member of a team.
• Ability to prioritize and work effectively with a high volume of workload and meet deadlines.
• Communication skills - clear, concise writing and verbal skills.
• Organization skills; attention to detail and accuracy; flexibility; strong analytical skills.
• Excel at working autonomously and juggling multiple priorities.
• Strong customer service orientation and professional appearance.
• Must be able to interact and communicate with individuals at all levels in the firm and a variety of personalities in a professional manner.

Nice to Have:

• Accounting/Tax firm experience
• Experience with CCH Axcess