Receptionist

ATKG•Laredo, TX

66d•Hybrid

About The Position

ATKG is a CPA firm with over 40 years of experience delivering exceptional Tax, Accounting, Assurance, and Advisory services. They have been recognized as a Best Place to Work and are committed to their clients, employees, and community. ATKG has joined Ascend, a platform that supports entrepreneurial CPAs, to foster innovation and growth. They are currently seeking a bright, motivated, and energetic Receptionist for their Laredo office who embodies their core values of Positivity, Teamwork, Openness, Insightfulness, and Caring.

Requirements

High school diploma or equivalent.
Extremely proficient with Microsoft Office Suite or related software with the ability to learn new or updated software, specifically Microsoft Excel.
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent time management skills, organizational skills, and attention to detail.
Strong ability to balance multiple priorities and complete assignments within time constraints.
Ability to act with integrity, professionalism, and confidentiality.

Nice To Haves

Associates degree or business college classwork preferred.
3-5 years administrative or front desk experience preferred.
Experience in a professional services environment a plus.

Responsibilities

Greet clients and visitors in a professional, positive, and helpful attitude.
Answer phones in a professional manner and routing calls as necessary.
Assist with a variety of administrative tasks including copying, scanning, and taking notes.
Responsible for conference room/kitchen management as well as ensuring common areas are ready for use.
Sort and distribute mail.
Ensure reception area is tidy and presentable with all necessary stationery.
Schedule appointments and meetings.
Manages intake, organization and follow up on information needed from clients.
Responds and processes client and / or bank requests for information such as providing copies of tax returns and K-1’s.
Coordinates the sending and return of Electronic Return Authorizations, including uploading of tax returns.
Coordinates transmission of deliverables to client.
Sends client 1040ES vouchers as required.
Engagement binder roll-forwards.
Files client information in appropriate binder.
Coordinates client authorizations to release information to third parties.
Follows up on engagement letters.
Assist with special projects.
Other duties as assigned.