Part Time Receptionist

Job Description:

Part-Time Receptionist – CPA Firm

We are looking for a proactive and detail-oriented Part-Time Receptionist to join our fast-paced CPA firm. The ideal candidate thrives in a client-facing role, has excellent multitasking skills, and enjoys providing high-quality support in a professional office environment. This role is perfect for someone who excels at customer service, phone etiquette, and office administration.

Key Responsibilities:

• Warmly greet clients and professionally handle phone calls.
• Schedule and manage appointments for tax preparers.
• Respond to client inquiries promptly, coordinating with on-site and off-site staff as needed.
• Prepare and mail tax organizers and completed tax returns.
• Notify clients when their tax returns are ready for pickup and process payments.
• Track client tax preparation progress, from document submission to e-filing.
• Assist with scanning and organizing tax documents.
• Follow up on accounts receivable as needed.

Qualifications:

✅ At least one year of experience answering phones in a busy office.
✅ Proficiency in Microsoft Office and general office equipment.
✅ Strong organizational and time-management skills.
✅ Ability to work both independently and collaboratively.
✅ Excellent communication and client-service skills.

Schedule:

• Thursdays and Fridays, 8:30 AM – 5:00 PM.
• Saturday mornings may be required during tax season.

Preferred Qualifications (Not Required):

• Experience with accounting software (e.g., QuickBooks, ProSeries, Ultra Tax).
• Familiarity with online and machine credit card processing.
• Previous experience in accounts receivable and collections.

If you are a highly organized professional who enjoys working with people and supporting a busy CPA team, we encourage you to apply!