Front Desk Receptionist

Cerity Partners•Encino, CA

1d•Hybrid

About The Position

Join the Cerity Partners Encino team as a Front Desk Receptionist, serving as the welcoming face of a sophisticated accounting and advisory practice specializing in high-net-worth individuals, family enterprises, and real estate clients. This hybrid position requires a minimum of 3 days per week on-site at the Encino office. In this role, you will be the first point of contact for clients and visitors, managing front desk operations, coordinating with internal teams, and ensuring a professional and polished experience for everyone who walks through our doors. You'll thrive in a collaborative, client-focused environment where relationships and trust are at the center of everything we do. Our focus is to deliver significant value through Tax Planning and Compliance, Trusts & Estates, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services. With a team that includes seasoned partners and principals, we benefit from exceptional tenure across our professional staff. This continuity means clients work with the same trusted advisors year after year, ensuring deep relationships and institutional knowledge that strengthen our service delivery and client outcomes. Our team is known for exceptional tenure and deep client relationships — and we're looking for someone who values longevity, takes pride in their work, and brings a high degree of 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.
Applicants must be authorized to work for any employer in the U.S.

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

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.