About Us Heather A Peterson

CPA, PLLC

is a friendly, professional accounting firm specializing in individual taxation, estates and trusts, and tax planning. We take pride in providing exceptional service to our clients while creating a welcoming, supportive workplace for our team. We are looking for a warm, dependable, and organized person to be the first point of contact for our clients and provide general office support. What You'll Do

• Welcome clients and visitors and make them feel comfortable
• Answer phones, take messages, and direct calls
• Schedule and confirm in person, phone and virtual appointments
• Prepare conference room for meetings
• Keep staff room tidy and stocked.
• Coordinate team meals
• Process incoming and outgoing mail, scanning, copying, and filing
• Assist with assembling client packets, particularly during tax season
• Maintain client contact information and assist with new client setup
• Monitor office supplies and assist with other routine office duties What We're Looking For
• A friendly, professional personality who genuinely enjoys helping people
• Dependability, punctuality, and a strong work ethic
• Good organizational skills and attention to detail
• Comfortable using computers, email, and Microsoft Office suite
• Ability to handle interruptions and several tasks throughout the day
• A positive attitude and willingness to help coworkers
• Someone who takes pride in doing a job well Experience Previous receptionist, customer service, or office experience is preferred. Experience in a professional office is helpful but not required. Accounting experience is not necessary. Compensation & Benefits
• $20.00
• 21.65 hour ($41,600
• 45,000 annually)
• Full-time, year-round employment

SIMPLE IRA

with 3% company match after 90 days

• Health insurance stipend if needed
• Life insurance
• Paid time off
• 1 week begins accrual at start date
• 12 Paid Holidays
• ½ hour paid lunch Why Join Us?

Our team values kindness, reliability, humor, and taking good care of our clients and one another. If you enjoy working with people, appreciate an organized workplace, and want to be part of a friendly professional team, we'd love to hear from you! Please submit your resume and a brief note telling us why this opportunity interests you. Employment is contingent upon satisfactory completion of a background check.

Pay:

$20.00

• $21.

65 per hour Expected hours: 40.0 per week

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Retirement plan

Work Location:

In person