Front Desk Receptionist

The Front Desk Receptionist serves as the first point of contact for clients and visitors to our firm. This position is responsible for providing professional customer service, knowledge of our services, and ensuring our clients are taken care of. We are looking for someone who is comfortable multi-tasking, answering the phone, and talking to clients face to face. If this is you, we encourage you to apply.

Highlighted Responsibilities

• Answer and direct incoming phone calls promptly and courteously.
• Receive, sort, distribute, and prepare incoming and outgoing mail and deliveries.
• Assist clients with document drop-offs, pickups, and general inquiries.
• Maintain client confidentiality and handle sensitive financial information with discretion.
• Manage the reception area, conference rooms, and common office spaces to ensure a professional appearance.
• Scan, file, and organize client documents, both electronically and in paper formats.
• Assist with tax season administrative support
• Prepare correspondence, reports, and other administrative documents as requested.
• Support firm staff with general administrative duties and special projects.
• Maintain accurate records and update client information in the firm's database.
• Receive and send faxes.
• Retrieve and respond to voicemail.

Qualifications

• Experience in a CPA firm, accounting office, financial services firm, or professional services environment is a preferred.
• High school diploma or equivalent required; associate degree preferred.
• Previous receptionist, administrative assistant, customer service, or office support experience required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, and Teams).
• Experience with document management systems and accounting or tax software is beneficial. Drake Software knowledge is preferred.
• Strong organizational and multitasking skills.
• Excellent verbal and written communication skills.
• Ability to work independently and maintain professionalism in a fast-paced environment.
• Strong attention to detail and commitment to confidentiality.

Required Skills

• Outstanding customer service and interpersonal skills.
• Professional telephone etiquette.
• Time management and prioritization abilities.
• Accuracy in data entry and record keeping.
• Ability to handle multiple tasks while meeting deadlines.
• Dependability, discretion, and a positive attitude.

Benefits

• $20.00 - $25.00 an hour depending on experience
• 1 Week Paid Vacation
• WA Standard Sick Leave
• Simple retirement plan with employer match

We’re a small, tight-knit team that works hard, cares about our clients, and takes real pride in the work we do. If that sounds like you, we’d love to meet you!

Pay: $20.00 - $25.00 per hour

Benefits:

• Paid time off
• Retirement plan

Application Question(s):

• Please share your experience working with a CPA/Accounting firm, and as an Office Manager:

Work Location: In person