Description

Summary:

JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

• Be responsible for purchasing, maintaining inventory, and stocking all breakrooms
• Run firm errands bi-weekly or as needed using personal vehicle (reimbursable mileage)
• Receiving visitors at the front desk by greeting, welcoming, directing, and announcing them appropriately as backup receptionist
• Answering, screening, and forwarding incoming phone calls
• Ensure reception area and conference rooms are tidy and presentable
• Coordinate firm activities for staff involvement
• Serve as point of contact for firm outreach activities
• Serve as mentor/trainer for on-site High School Work Study Program
• Work with Microsoft Office on firm projects (Excel, Word, Publisher, PowerPoint)
• Provide basic and accurate information in-person and via phone/email
• Update calendars and schedule meetings as needed
• Perform other clerical duties as needed
• Participate in firm and departmental initiatives 
• Regular and timely attendance

Requirements

Required Competencies:

• Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
• Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
• Technical Skills - Thorough understanding of billing in the accounting industry
• Communication Skills - Communicates clearly with clients and JTaylor personnel
• Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
• Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
• Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
• Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
• Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Required Qualifications:

• High school diploma or equivalent
• Comfortable learning and working within new computer software to increase knowledge base over time
• Current and valid driver’s license
• Ability to establish priorities and perform work in a timely manner
• Effective oral and written communication skills
• Proficient in Microsoft Office products (Word, Excel, Outlook)
• Ability to work in a team-oriented environment

Preferred Qualifications:

• Two- or four-year Business-related degree
• Knowledge of QuickBooks and Practice Management
• Experience in professional services or similar environment

Work Environment:

• This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
• Additional hours as needed to meet deadlines.

Physical Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

• This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Overtime and weekend hours will be required during peak busy seasons.

Travel:

• Travel may be required on occasion. Same-day travel for work, meetings, and seminars which requires use of a personal vehicle.

Other Duties:

• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.