Receptionist - Part-Time Position Wood CPA seeks a Receptionist to be the first point of contact for our small accounting firm. This is an in-person role at our office in Edina, with an hourly rate of $18.00-$20.00 , depending on experience. The part-time hours are Monday-Thursday between 9:00 and 3:00, with the possibility of additional hours during tax season or other peak periods. As a small firm, Wood CPA values accuracy, professionalism, client service, and teamwork. Our receptionist plays an important role in creating a positive first impression and helping our office operate efficiently. Our ideal candidate is a friendly, organized, dependable, self-motivated professional with a genuine interest in helping clients, keeping an office running smoothly, and supporting a professional team in a detail-oriented environment. What We Value in a Team Member We are intentional about building a team of people who embody the principles of an "ideal team player." Our best team members are: 1.

Humble:

They are open to feedback, willing to admit mistakes, and committed to continuous learning and improvement 2.

Hungry:

They are proactive, driven to grow, and motivated to go above and beyond for clients and the firm 3.

People-Smart:

They have strong interpersonal awareness, and are able to build trust with clients and collaborate effectively with colleagues If this sounds like you, we'd love to talk.

Responsibilities:

• Welcome clients and visitors in a professional, courteous manner
• Answer, screen, and route incoming phone calls and take accurate messages
• Schedule client appointments and assist with calendar coordination
• Maintain a clean, organized, and welcoming reception area
• Assist with scanning, copying, filing, data entry, and document organization
• Respond to general email questions
• Update CRM to ensure projects are in the correct step
• Prepare packages for mail
• Maintain confidentiality when handling client information, tax documents, and firm communications
• Monitor office supplies and notify the appropriate team member when items need to be reordered
• Other functions as needed

Required Qualifications:

• High school diploma or higher education
• Excellent written and verbal communication skills
• Experience and proficiency with Microsoft Office, office phones, printers, scanners, and basic office technology
• Strong attention to detail, accuracy, and follow-through
• Positive attitude, reliability, punctuality, and willingness to help where needed
• Ability to handle confidential information with professionalism and discretion
• Strong organizational skills and the ability to manage multiple deadlines
• Comfortable working independently while keeping owner informed

Preferred Qualifications:

• Previous receptionist, customer service, or office administration
• Basic familiarity with accounting, bookkeeping, or tax office operations
• Experience with HubSpot, TaxDome, Canva, Calendly
• Desire to create efficiencies within the role

Benefits:

• Simple IRA with employer match after one year
• PTO, depending on work schedule
• 10 company holidays
• Family-friendly environment
• Flexible scheduling
• On-site fitness center and café

Pay:

$18.00 - $20.00 per hour

Benefits:

Flexible schedule Paid time off Retirement plan

Experience:

Customer service: 1 year (Required) Ability to

Commute:

Edina, MN 55439 (Required)

Work Location:

In person