What are the responsibilities and job description for the Office Receptionist position at Ellis CPA Firm PC?
We are excited to announce the opening of a position in our Administrative Team.
We are seeking a candidate with excellent customer service skills and office experience. To thrive in this role, candidates should be proficient in current technologies and diverse platforms, demonstrate the ability to quickly adapt to new tools and systems, and possess the confidence and problem-solving skills to effectively assist customers in resolving issues or understanding how to navigate various technologies and websites.
At Ellis Group, our low turnover rate reflects our high employee satisfaction. We offer challenging work, strong client relationships, and a collaborative team environment. This creates a workplace with high morale and abundant opportunities for innovation, personal growth, and continuous engagement. You'll never find yourself getting bored here
Flexibility is part of our commitment to our employees well-being, whether it's working from home during family illnesses or emergencies, or adjusting hours to accommodate appointments. We believe that happy and satisfied employees lead to higher quality performance and, ultimately, happier clients.
No candidate will meet every qualification exactly. If your experience varies from the qualifications listed below but you believe you can add value to the role, we would love to hear from you
Why Choose Ellis Group:
We are a primarily cloud-based accounting firm specializing in U.S. tax strategy and planning for small to mid-size businesses and their owners, with clients across the United States and internationally.
Work-Life Balance: We offer the tools and flexibility to make occasional remote work for our administrative staff a reality, ensuring our employees achieve a work-life balance that truly sets us apart.
Extended Tax Season: We spread "tax season" from January to October, ensuring a manageable workload without the pressure to push out a maximum number of tax returns by the early due date.
Direct Client Communication: We believe that all employees should be able to communicate directly with clients once they understand our processes and strategies.
Professional Growth: We support professional growth for all staff, offering CPE learning and mentorship opportunities, for our professional staff. Our success and growth are a direct result of the amazing team we have at Ellis Group.
Competitive Compensation and Benefits: We offer competitive compensation with a comprehensive array of health care benefits, including medical, dental, and vision insurance. Additionally, we offer a portable retirement plan, paid vacation, paid holidays, and sick pay.
Join us at Ellis Group, where innovation, growth, and a supportive team environment come together to create an exceptional workplace.
How You Will Contribute:
The administrative team is the backbone of our office, ensuring all systems function seamlessly. They are the key to keeping everything running smoothly. If you are a proactive, detail-oriented individual who can juggle multiple projects and tasks independently, this is the ideal role for you.
Responsibilities will include:
- Provide professional customer service to firm's customers
- Assist with answering phones, take message, and follow up with customers
- Monitor and reply to messages left with answering service
- Monitor incoming emails and forward to appropriate staff
- Onboard new clients
- Monitor project workflow and update projects as needed
- Process incoming and outgoing mail and emails
- File incoming documents in cloud-based filing system
- Scheduling
- Attend team and staff meetings
- Collaborate with team members
- Work on special projects as assigned
Expectations at Ellis Group
1. Initiative:
- Be a proactive self-starter who thrives with minimal direction and is dedicated to meeting aggressive deadlines.
2. Agility:
- Effectively manage competing priorities with ease and adaptability.
3. Communication Expertise:
- Possess the ability to influence and tailor your message to ensure audience understanding and buy-in.
4. Team and Independent Work:
- Excel in a multi-disciplinary team environment but also work comfortably and efficiently on your own when required.
5. Attention to Detail:
- Understand the critical importance of data integrity and consistently strive for accuracy in all aspects of your work.
6. Commitment to Learning:
- Continuously seek new ways to improve, streamline processes, and facilitate effective reporting.
The Must Haves:
- Experience in Microsoft products (Outlook, Teams, Excel, To Do)
- Experience in Google Sheets
- Reliable and willing to meet reasonable attendance requirements
Assets:
- Passion for leveraging technology and exploring new technology solutions
- Problem solving, critical thinking, and analytical skills
At Ellis Group, we prioritize creating a workplace where every employee feels respected, valued, and heard. We celebrate the diversity of our workforce and clients and maintain a zero-tolerance policy towards any form of discrimination.
During the final stage of our selection process, chosen candidates will have the chance to showcase their knowledge and skills through a trial project.
Job Type: Full-time
Pay: $ $25.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Education:
- High school or equivalent (Required)
Experience:
- Microsoft Office: 2 years (Required)
- Google Suite: 2 years (Preferred)
- Multi-line phone systems: 2 years (Preferred)
Ability to Commute:
- Grand Junction, CO Required)
Work Location: In person
Salary : $25