Receptionist/Office Assistant

Job Description

Job Description

Join Urquidez & Associates, CPAs!

Urquidez & Associates, CPAs is a local CPA firm in downtown Long Beach. We assist individuals and small businesses with their accounting and tax affairs to help them achieve their dreams and goals of financial success. We pride ourselves on our ability to provide personalized assistance, quality work and excellent customer service for our clients and as an environmentally conscious firm, we are near paperless.

Our firm has built its reputation over 30 years on trust, consistency and results, earning a respected standing in the community that reflects the quality and integrity of our work. Internally, we operate as a close knit team. While we maintain a polished, professional presence with clients and partners, our day-to-day culture is warm, collaborative and genuinely supportive. We invest in our people, providing the resources, mentorship and flexibility needed to thrive, while holding everyone to a high standard of ownership and self direction. Longevity here isn't accidental, it's the result of hiring professionals who take initiative, support one another and consistently deliver the caliber of work our clients and community have come to expect.

About the Position

The Receptionist/Office Assistant serves as the first point of contact for the firm, providing a professional and welcoming experience for clients while supporting smooth office operations. This position will manage our phone system, process payments, manage calendars, coordinate client intake and other office responsibilities. This is a support-focused role and success requires a genuine passion for serving others.

Schedule

The schedule is Monday through Friday, with every other Friday off. January through April, Saturday hours will be required to support tax season.

Compensation and Benefits

The compensation for this position is $26.00 per hour. The Receptionist/Office Assistant is also eligible for the following benefits:

• 100% employer paid medical insurance.
• 100% employer paid dental and vision insurance.
• 401k retirement plan with match.
• Up to 3 weeks of paid time off (PTO).
• Paid holidays.
• Paid parking.

Essential Position Responsibilities

• Answer and manage multi-line phone system, including taking messages and transferring calls.
• Create Excel schedules to track money allocation, process and enter payments.
• Enter receipts and payables into QuickBooks.
• Manage the President’s calendar and appointments, including sending invites and ensuring the President is prepared for meetings.
• Assist with scheduling appointments for other employees. 
• Ensure all necessary documents are collected and organized to support timely filing of client tax returns.
• Monitor client portal notifications and send them to the appropriate employee.
• Greet and assist clients, ensuring a professional and welcoming experience.
• Manage the client intake process, including first contact, scheduling, gathering information, etc.
• Sort and distribute incoming mail.
• Additional office support responsibilities as needed.

Qualifications

• At least 1 year of experience in an office, administrative or receptionist role.
• Excellent interpersonal, verbal and written communication skills.
• Friendly, professional demeanor with strong customer service skills and the ability to communicate clearly with clients and coworkers.
• High level of interpersonal skills, integrity and the ability to keep information confidential.
• High level of attention to detail and the ability to manage multiple priorities with competing deadlines.
• Strong organizational skills and the ability to actively follow-up on due dates and deadlines through completion.
• Proficiency in Microsoft Office, including Excel, Word, Outlook and Teams.
• QuickBooks experience preferred but not required. Training will be provided.

How to Apply
Thank you for your interest in the Receptionist/Office Assistant opportunity available with Urquidez & Associates, CPAs! Please submit your resume for consideration. Unfortunately, we are unable to accept direct inquiries about this position (i.e. phone calls, emails).