Front Desk Receptionist

Cerity Partners•Los Angeles, CA

23h•Hybrid

About The Position

The Front Desk Receptionist at Cerity Partners Encino serves as the initial point of contact for clients and visitors within a sophisticated accounting and advisory practice. This hybrid role requires a minimum of three days per week on-site at the Encino office. The position involves managing front desk operations, coordinating with internal teams, and ensuring a professional and welcoming experience for all. Cerity Partners specializes in providing tax planning, compliance, trusts & estates, accounting, auditing, entertainment and business management, and business advisory services to high-net-worth individuals, family enterprises, and real estate clients. The firm prides itself on exceptional staff tenure and deep client relationships, fostering a collaborative and client-focused environment where trust is paramount. The ideal candidate will value longevity, take pride in their work, and bring professionalism and warmth to every interaction.

Requirements

Strong customer service, interpersonal, and communication skills.
High attention to detail with excellent organizational skills.
Proficiency in Microsoft Office (Outlook, Word, Excel).
Strong data entry skills with a high level of accuracy.
Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment.
Ability to handle confidential and sensitive financial information responsibly.
Comfortable working extended hours during peak tax season.

Nice To Haves

Prior experience in a CPA firm or professional services environment strongly preferred.
Familiarity with tax documents and tax season workflows a plus.
Experience with CRM, document management, or practice management software preferred.
College degree preferred (associate’s or bachelor’s degree).
Prior receptionist, administrative, or office support experience preferred.

Responsibilities

Manage the front office area, greeting visitors, handling incoming calls, and providing administrative, CRM, and document management support.
Serve as the first point of contact for clients and play a key role in maintaining accurate client records and supporting firm operations, particularly during tax season.
Greet and welcome clients and visitors in a friendly, professional manner.
Answer, screen, and direct incoming phone calls.
Maintain a clean, organized, and professional front desk and reception area.
Provide basic information about the firm, services, and procedures.
Handle incoming and outgoing mail, packages, and deliveries.
Monitor office supplies and place orders as needed.
Order and maintain office snacks, tax season dinners, and office kitchen supplies.
Coordinate conference room usage and assist with client appointments as needed.
Collect, organize, and intake client tax documents (W‑2s, 1099s, receipts, prior‑year returns, etc.).
Prepare documents for scanning, indexing, and electronic storage.
Scan, upload, name, and securely store documents in the firm’s document management system.
Ensure documents are accurately linked to the correct client records and follow confidentiality protocols.
Maintain and update accurate client records within the firm’s CRM or practice management system.
Assist with client onboarding and routine data entry tasks.
Support internal staff with clerical, administrative, and basic scheduling assistance.
Act as a liaison between clients and internal teams for routine follow‑ups and document requests.