Front Desk Reception

Stahlberg, Manuel & Associates•Kalispell, MT
•Onsite

About The Position

This role supports the front desk of a CPA firm by professionally interacting with clients and managing the flow of information. The position is on-site and can be high-paced during busy seasons from January through April and in September and October. Occasional overtime may be needed.

Requirements

  • Ability to interact professionally with clients.
  • Ability to answer multiple phone lines.
  • Detail-oriented and able to multitask.
  • Skills with basic computer programs such as Microsoft Word, Excel, and Outlook.

Nice To Haves

  • Familiarity with QuickBooks, Stamps.com, and credit card processors.

Responsibilities

  • Answer multiple phone lines and transfer calls.
  • Receive documentation and route it to the proper location.
  • Schedule appointments.
  • Seat clients for meetings.
  • Take messages.
  • Assemble tax returns.
  • Aid in managing the operations of the firm.
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