What are the responsibilities and job description for the Receptionist position at Mason Rich, CPAs?
Receptionist
About Us:
Mason Rich, CPAs is a well-established firm offering comprehensive accounting services with a focus on quality, integrity, and client satisfaction. We are looking for a dynamic and organized Receptionist to join our growing team. The ideal candidate will help streamline office operations while maintaining a supportive and positive environment for both employees and clients.
Job Summary:
The receptionist serves as the initial point of contact for both clients and team members, playing a key role in creating a warm and welcoming environment for all visitors to the organization. Whether interacting in person or over the phone, this individual must consistently demonstrate a positive, professional, and helpful demeanor. Key responsibilities include handling phone calls, welcoming guests, distributing mail, and assisting with other administrative tasks. This position also serves as a control point to ensure that all staff adhere to Firm procedures.
Key Responsibilities:
- Answer multi-line telephone system, take accurate messages, and transfer telephone calls to the appropriate person in an efficient manner.
- Greet and screen incoming clients in a professional manner and promptly notify appropriate person of their arrival as needed.
- Process incoming and outgoing mail and packages.
- Operate and maintain standard office equipment by managing preventative maintenance and service calls.
- Monitor facsimile machine, direct incoming documents, and send documents through facsimile as requested.
- Type correspondences in proper format, proofread, and mail as assigned.
- Basic understanding of utilizing firm-specific software (training provided).
- Assemble and process tax forms by packaging or submitting tax returns prepared by professional staff.
- Assemble and process financials - issue, finalize, bind, and deliver.
- Monitor the Firm email accounts and clear the spam filter as assigned.
- Perform other related duties as assigned by Senior Office Administrator, professional staff, and management team.
Technical & Software Support:
- Utilize different firm software to complete tasks.
- Provide support to clients with client portal questions.
Qualifications:
- Education – high school diploma or equivalent
- 2 years of customer service experience
- Proficient in Microsoft Office Suite – Word, Excel, and Outlook
- Excellent verbal and written communication skills.
- Solid customer service skills
- Telephone etiquette
- Proofreading skills
- Time management
- Computer literacy
- Keyboard skills
- Must be reliable
- Excellent organizational skills and attention to detail.
- Demonstrates professional and courteous behavior
- Ability to multi-task
- Ability to learn and adapt to various types of software
Benefits:
- Health, dental, and vision insurance
- Flexible spending account (FSA)
- Long-term and short-term disability insurance
- Life insurance
- Paid Time Off (PTO)
- 401(k) plan
Schedule:
Full-time, Monday through Friday
If you are an organized, proactive individual with strong administrative skills , we would love to hear from you. Join our team at Mason Rich, CPAs and contribute to a dynamic and supportive workplace.
To apply:
Please submit your resume and cover letter detailing your relevant experience.
Equal Opportunity Employer
Mason Rich, P.A. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Job Type: Full-time
Pay: $18.00 - $24.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $18 - $24