Job Description

SUMMARY OF RESPONSIBILITIES

Provides general office support with a variety of clerical activities and related tasks. The receptionist will be responsible for answering incoming calls, directing calls to appropriate associates, mail distribution, flow of correspondence, requisition of supplies as well as additional clerical duties

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must be able to work a flexible schedule which includes 55+ hours a week during tax season

KEY COMPETENCIES:

• Answer a pooled multi-line telephone system, screen and direct calls, take and relay messages
• Assist with Collections and following up with clients on outstanding invoices
• Greeting and assisting clients upon entering office suite
• Receiving and appropriately distributing all faxes received by the office
• Prepare postage for all outgoing mail including but not limited to invoices, certified mail, overnight deliveries, packages and day-to-day mailings
• Logging and confirming delivery of all certified mail and overnight deliveries, as well as taking all required mailings to post office
• Ordering lunches for meetings and dinners during tax season
• Maintain and monitor office check-in sheet
• Taking Minutes for Admin meetings as needed
• Managing intake of client documents, including scanning and filing as needed
• Sending out client organizers and engagement letters
• Copying client information for tax returns and other purposes
• Assembling tax returns
• Maintaining Kitchen and general office cleanliness
• Creating files and entering information for new clients
• Editing PDF’s of client information and tax returns to be sent to clients pending partner approval
• Supporting professional and administrative staff with miscellaneous projects

KNOWLEDGE AND SKILLS REQUIREMENTS:

• Familiar with Accounting related software and knowledge of CCH Axcess would be a plus
• Working knowledge of Microsoft Office Suite

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