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Baltes & Associates, CPAs

Receptionist and Administrative Assistant

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What they do

A Receptionist greets and directs customers or visitors that come in to an office or business, and answers and directs incoming phone calls. Deals with mail or courier services. May schedule appointments or meeting rooms, gather patient information, or assist with filing or other administrative support work.

$40,998 / year median in California

+4% projected growth

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Job Description

If interested please email resume' to mindym@baltescpa.com Position open with accounting firm. Must be organized, responsible and self motivated. Able to work as a team player and report to/take direction from Firm Administrator. Grammar/proofreading and transcribing skills a must.
Computer skills required:
Microsoft Word, Excel and Outlook. CPA firm and/or other Professional office experience a plus. (Hourly wage commensurate with experience) Covering front Reception Desk and administrative tasks. Greeting Clients. Telephone Duties. Scheduling Appointments. Maintaining Due Date List and Client Database. Monitoring and Tracking Tax Returns/Financial Statements. Typing and Assembly of Financial Statements. Correspondence/Transcription. Typing Correspondence and Form Letters. Assembly/Type Checking
  • Documents. Assembly
  • Tax Returns
  • backup to Primary Tax Return Assembler.
Client Customer Service contact. Copying/Scanning of Tax Returns/Financial Statements, and other Client Documents as needed. Filing, and other general office duties, and assist with billing as needed. Must have vehicle in order to run errands.
Job Type:
Full-time Pay:
$18.00
  • $19.
00 per hour
Benefits:
401(k) Health insurance Paid time off
Education:
High school or equivalent (Preferred)
Experience:
Administrative Assistants & Receptionists:
1 year (Required) Customer service: 1 year (Preferred)
Work Location:
In person