Front Desk Receptionist CPA Firm

Job Description

Job Description

Job Title: Receptionist – CPA Firm

Position Summary:

We are seeking a professional, friendly, and detail-oriented Receptionist to join our CPA firm. The Receptionist will serve as the first point of contact for clients, manage front-desk operations, and provide administrative support to ensure the smooth daily functioning of the office. This position requires excellent communication skills, a high level of professionalism, and the ability to handle sensitive financial information with discretion.

Key Responsibilities:

• Greet clients and visitors in a professional and courteous manner
• Answer, screen, and direct incoming phone calls and emails
• Schedule and confirm client appointments, meetings, and conference calls
• Maintain a tidy and welcoming reception area
• Receive, sort, and distribute mail, packages, and other communications
• Assist with preparing and organizing client documents and files
• Support CPAs and staff with administrative tasks such as data entry, scanning, and filing
• Manage office supplies and coordinate with vendors as needed
• Handle confidential client and firm information with integrity and discretion
• Provide general clerical support, including copying, faxing, and document preparation

Qualifications:

• High school diploma or equivalent (Associate’s degree preferred)
• Previous receptionist or administrative experience, preferably in a professional services or accounting environment
• Strong verbal and written communication skills
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable with office technology
• Exceptional organizational skills and attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Professional appearance and demeanor
• Strong interpersonal skills and a customer-service mindset

Work Environment:

• Full-time, on-site position in a professional office setting
• Regular interaction with clients, staff, and management
• Requires discretion in handling confidential financial and tax-related information