Receptionist
About The Position
We are looking for a professional and enthusiastic person who enjoys handling multiple tasks and responsibilities. The Receptionist must be organized, detail-oriented, analytical, and able to prioritize tasks while working independently and as part of a team. This role supports the tax department by setting up new clients, tracking and distributing client documents, preparing and filing extensions, restoring QuickBooks files, and helping tax staff gather the information needed to prepare returns. The Receptionist serves as the primary contact for tax clients and must have excellent communication skills. The position also provides administrative support to tax leadership, manages filing systems and client records, performs basic tax data entry, and uses QuickBooks and Excel to support financial data management, reporting, and tax preparation. The role involves coordinating with colleagues, managing shifting priorities and deadlines, and contributing to workflow improvements and a positive team environment. The listed pay range is $18.00–$22.00.
Requirements
- High school diploma or higher.
- 3–5 years of progressively responsible experience in an administrative field.
- General understanding of basic tax returns and financial statements.
- Proficiency in Microsoft Office, including advanced Excel skills.
- Experience using QuickBooks.
- Excellent oral and written communication skills.
- Ability to manage multiple or shifting timelines and priorities with flexibility and a positive attitude.
- Ability to use independent judgment and initiative to solve problems and manage projects.
- Experience supporting a leadership team.
Nice To Haves
- QuickBooks or QuickBooks Online certification.
- Previous tax preparation experience.
- Experience using ProConnect Tax software.
Responsibilities
- Set up new clients in the firm's tax system and maintain accurate, up-to-date client records.
- Track and organize client documents, ensuring timely receipt and distribution to the tax preparation team.
- Manage digital and physical filing systems while maintaining confidentiality and compliance standards.
- Prepare and file client tax extensions and help compile information required for tax return preparation.
- Restore and maintain QuickBooks files and verify data accuracy.
- Coordinate with tax staff to ensure client information and supporting documents are complete before deadlines.
- Perform basic tax data entry.
- Serve as the primary point of contact for tax clients and respond to inquiries and requests.
- Communicate with clients to gather information and provide status updates.
- Build professional relationships with clients, particularly nonprofit organizations.
- Provide administrative support to tax leadership, including scheduling, project tracking, and report preparation.
- Manage multiple deadlines, prioritize tasks, and adapt to shifting workloads.
- Use independent judgment and initiative to solve problems and improve departmental processes.
- Use QuickBooks or QuickBooks Online to manage and reconcile client financial data.
- Generate and analyze Microsoft Excel reports to support tax preparation and review.
- Help ensure accuracy and consistency of financial and tax data across systems.
- Collaborate across departments to streamline workflows and improve efficiency.
- Participate in internal meetings about workload, deadlines, and process enhancements.
- Contribute to a positive, team-oriented work environment.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
