Receptionist / Office Administrator
$49,920–$66,560 year
On-siteStockton, California, United States
Job Summary
Answer, screen, and direct incoming telephone calls while greeting clients and visitors to maintain a professional first impression. Manage conference room reservations, coordinate visitor sign-ins, and process mail and courier deliveries. Prepare engagement letters, client correspondence, and tax documents using Microsoft Office and Adobe Acrobat. Scan, file, and organize client records within practice management systems, assisting with tax return assembly and financial statement preparation. Provide backup support for bank deposits, billing, and Accounts Payable functions. Maintain office supplies, forms, and procedures while ensuring strict confidentiality of client information.
Required Qualifications
- Minimum of two years of experience as a Receptionist, Administrative Assistant, or Office Administrator
- Excellent customer service and interpersonal communication skills
- Professional telephone etiquette and experience operating multi-line phone systems
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
- Excellent grammar, spelling, proofreading, and business writing skills
- Ability to type at least 50 words per minute
- Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines
- High degree of accuracy and attention to detail
- Comfortable working with numbers and verifying calculations
- Ability to maintain confidential client information
- Ability to work independently while contributing effectively as part of a team
- Ability to communicate professionally with clients, vendors, staff, and Partners
- Ability to adapt to changing priorities in a fast-paced professional environment
- Willingness to work additional hours during busy tax season when needed
- Ability to sit, stand, and walk throughout the workday
- Ability to occasionally lift or carry up to 25 pounds
- Frequent use of computers, telephones, printers, and other office equipment
- Ability to assemble tax returns and client documents requiring repetitive hand movement
Desired Qualifications
- experience in a CPA or professional services firm preferred
- Experience with GoFileRoom, Practice CS, and ProSystem fx Tax preferred
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