Front Office Administrator

 

Responsibilities:

 

Provide excellent administrative support to busy CPA firm.

 

Ability to work overtime and extended hours (including Saturday) during tax season, quarter, and workflow overflow.

 

Front Reception Duties:

1. Answer multi-line telephones in a professional and timely manner. Applicant must be able to think fast on their feet, politely screen out solicitors and provide excellent customer service to clients;

2. Scan and save documents as needed prior to return to client or destruction, as applicable. Assist with the elimination of off-site storage.

3. Communication with clients regarding informational needs of production staff members and assistance in e-signing of necessary forms;

4. Assist with accepting payments from customers in the form of checks, credit cards and cash, running payment through credit card machine and providing receipt of payment;

5. Interface with clients with their appointments, including setting up Zoom and sending invitations.

6. Maintains customer confidence and protects operations by keeping information confidential.

Tax-Related Work Duties:

 

1. Assist in the preparation and filing of:

   1. sales tax monthly prepayments and quarterly returns for clients

   2. Secretary of State Renewals for LLC’s and Corporations

   3. Business license renewals

   4. Business property tax statement information filings

 

Skill and Requirements:

High School Diploma required.

Strong English communication, oral and written (ability to communicate clearly and effectively).

Detail-oriented execution of administrative activities, with high attention to detail, organization and processes;

Strong technical and computer skills – Word, Excel, Outlook, Adobe, etc. a must. Ultra Tax (or any other major tax software knowledge) and QuickBooks skills are a plus;

Fluent Spanish preferred, but not required.

 

Maintain professional presence and great front facing skills.

Previous experience with a CPA firm is a plus, but not a requirement

Position requires sitting at a desk for extended periods to perform many computer related duties as well as standing for extended periods to perform scanning, copying or assembly duties.

 

Bending, stooping and light lifting are required for general tasks such as loading the refrigerator, organizing office supplies, moving boxes holding client files or records, etc.

Ability to pass a drug screen and background/credit check

Jorge Perazzo CPA Accountancy Corporation offers a competitive salary and benefit packages and a positive, fun and team-oriented work environment. For more information about our Company, please visit us at www.perazzo.cpa

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TO APPLY PLEASE SUBMIT YOUR RESUME TO: gigi@devorerecruiting.com AND MAKE REFERENCE TO THE FIRM JORGE PERAZZO CPA ACCOUNTANCY CORP

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