What are the responsibilities and job description for the Support Staff (customer service, receptionist) position at Mountain View CPAs?
Position Overview: The Support Staff are the firm’s primary point of contact for clients and the link between those clients and our CPA service providers. This role owns the front desk and the day-to-day coordination of client needs, including during the high volume and tight deadlines of tax season.
We are looking for a highly dedicated individual who can manage the front desk with professionalism, keep client work moving, and stay composed when the pace is demanding. The right person remains calm, clear, and solutions-focused in challenging moments, protects client confidentiality, and represents the firm well in every interaction.
This positions’ responsibilities include but are not limited to the following listed.
Principal Duties and Responsibilities:
- Managing phone and email communications
- Maintaining digital and physical filing systems.
- Assisting in the logistical delivery and packaging of service products.
- Invoicing and receiving payments
- Collections
- Assisting in work-flow process.
- Other duties as assigned
Benefits:
- Paid Time Off (PTO) / Vacation Leave/Sick Leave/Paid Holiday Pay
- SIMPLE IRA with 3% Company Match
- Qualified Small Employer Health Reimbursement Arrangement – up to $500 per mo.
- PTRP (Payroll Tax Reduction Plan)
- Group Life Insurance
- Supplemental Insurance with: Colonial Life, and Allstate
- Complimentary preparation of your personal tax return
- QSEHRA Reimbursement
- Discounted Gym Membership
Full-Time: $20 In our Chehalis Office.
Hours: Mon-Friday (8:30 a.m. - 5 p.m.)
Interviews will be conducted in October. A candidate will be selected by November 1st and should be ready to start on November 16th.
Qualifications & Skills:
MINIMUM REQUIRED EDUCATION AND EXPERIENCE: High School Diploma (or equivalent education/experience.
PREFERRED EDUCATION AND EXPERIENCE: An associate degree in any business-related discipline. A minimum of three (3) years’ experience in customer service/receptionist is preferred.
Work Location: Multiple locations
Expected hours: 40 per week
Pay: $20.00 per hour
Expected hours: 40.0 per week
Work Location: In person
Salary : $20