Administrative Assistant / Receptionist

Job Description

Local CPA firm in Gaithersburg, MD has a current position open for an administrative assistant / receptionist. Three or more years of experience preferred but not required.

Responsibilities include:

Greet clients and make them feel comfortable when they visit the office. Ensure reception and front desk are kept tidy and neat.

Handle incoming phone calls.

Process tax returns for paper and/or electronic delivery.

Process client tax documentation. To include scanning source documents and routing information to appropriate staff member.

Process outbound mail and parcels. Sort and distribute incoming mail and packages.

Monitor kitchen and office supplies, placing orders as necessary.

Schedule appointments for partners and staff. Prepare documents for use by accountants while meeting with clients.

Receive/process client payments.

Keep client database up-to-date for client address and contact information changes.

Desired qualifications:

Positive attitude with a willingness to learn and take on more tasks.

Fast learner demonstrating initiative with a desire to work independently.

Familiar with Microsoft Office Suite (Outlook, Excel, Word).

Excellent communication skills, both oral and written.

Ability to multitask simultaneously while demonstrating attention to detail.

Prior customer service/front desk experience preferred.

We offer a professional yet casual work environment. Work hours are 9 to 5 Monday thru Friday. Overtime during tax season should be expected.

The successful candidate will demonstrate a desire to provide personalized attention and service to all our clients. They will be a proactive team member who is trustworthy and kind and interested in building relationships to ensure a healthy, enjoyable work environment.

If interested, please forward your cover letter and resume including salary requirements.Company Description

We are a local public accounting firm with 16 team members located in Gaithersburg, MD. Our main goal has been providing our clients peace of mind for their accounting needs since 1985. By applying our core values, we have developed a diverse group of talented, dedicated, respectful, and passionate individuals.