Receptionist

Benefits:

• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

About BW&O CPAs
Beebout, Williams & Olds CPAs is a growing, tech forward, and mission driven public accounting firm serving individuals and a range of businesses including privately held companies, affordable housing and not-for-profit organizations. We value innovation, team collaboration, and meaningful work.

The Role
As our receptionist and front-of-house professional, you are the first impression of BW&O CPAs for everyone who calls, emails, or walks through our doors. You’ll greet clients and guests with warmth and professionalism, keep our lobby and meeting spaces “client ready,” and make sure calls, messages, mail, and document drop-offs are routed quickly and accurately to the right team members. Working closely with our Firm Administration Manager and Executive Assistant, you’ll handle light administrative tasks, support meetings and firm events, and help us maintain the high standards of confidentiality, organization, and client service our firm is known for. This role is ideal for someone who enjoys helping people, staying organized, and keeping a busy professional office running smoothly.

Your Responsibilities

Phone, Email & Message Greeting and Intake

• Answer main firm phone line promptly and professionally
• Handle basic client questions that don’t require technical staff, such as:
• Office hours
• Directions/parking
• “Where do I upload documents?”
• Route calls to the correct person/team following inbound call protocol
• Utilize practice management platform and VOIP phones on correct call data tracking and transcription to client and work.
• Escalate urgent issues to Firm Administrative Manager per the escalation matrix (e.g., “angry client,” “deadline today,” “IRS letter in hand”).

Front Desk & Client Greeting

• Serve as the first in-person point of contact for clients, guests, and vendors.
• Greet everyone with exceptional customer service: professional, warm, and attentive.
• Offer arrivals:
• Seating, water/coffee
• Notify the appropriate person (EA, manager, or staff) as soon as a visitor arrives.
• Maintain a tidy, professional lobby:
• Reception desk, seating area, guest coffee/water station
• Ensure everything looks “client ready” all day.
• Assist with preparing meeting rooms before client meetings:
• Straighten chairs, check screen/Zoom setup, have pens/notepads available as needed.

Mail, Deliveries & Document Handling

• Receive, open, and sort, all incoming mail
• Follow documented workflows for logging all incoming and outgoing mail
• Manage packages and couriers (FedEx, UPS, etc.): sign, log, and route promptly.
• Oversee outgoing mail:
• Assemble and prepare envelopes, certified mail, and shipping labels
• Ensure daily mail is sent out by scheduled cutoff times.
• Receive in-person document drop-offs and follow workflow policies for intake
• Manage client pick-up and track following workflow policies

Administrative Support

• Provide light admin support for to the Firm Administration Manager and EA to the owners, such as:
• Scanning and uploading documents to the correct folders/portals
• Simple data entry (e.g., updating contact info in CRM per instructions)
• Printing and assembling tax organizers, welcome packets, or meeting folders
• Support firm events logistics:
• Busy-season lunches, staff meetings, occasional client events
• Simple tasks like setting up food, straightening the room, and cleaning up afterward.

Confidentiality & Professional Standards

• Maintain strict confidentiality with all client information and conversations.
• Follow documented security procedures
• Adhere to firm communication standards

Qualifications

• 2–3 years of experience in a receptionist, front desk, or customer-facing administrative role
• Experience in a professional services environment (CPA firm, law firm, or financial services) strongly preferred
• High school diploma or equivalent required
• Strong verbal and written communication skills
• Polished, professional phone and in-person presence
• Ability to draft concise, clear messages and notes
• Tech-comfortable and quick to learn new systems
• Proficiency using Microsoft 365 applications (Outlook, Teams, Word, basic Excel)
• VOIP phone systems experience
• Experience using scanners, copiers, and multi-function printers
• Proven ability to multi-task and stay organized in a busy environment with frequent interruptions
• Meticulous and detail-oriented – you understand that small errors in document intake or routing can have big downstream impacts, and you take the time to get it right.
• Demonstrated reliability and punctuality — this role anchors the front of the office and requires consistent in-office presence
• Ability to maintain strict confidentiality with sensitive financial and personal information

Work Schedule & Hours

Full-time onsite at El Dorado Hills office. Standard business hours with availability for additional hours during tax deadlines and peak cycles; minimal travel.

Compensation & Benefits

$21-$25 per hour, depending on experience and qualifications

Healthcare and Dental, IRA with employer match, PTO, and firm holidays.

How to Apply

Email your resume and cover letter to careers@bwocpa.com .

BW&O CPAs is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.