Front Desk Receptionist

Job Description

Job Description

Job Description: Front Desk Receptionist

In our business, our receptionist is very important to us as they are the first point of contact for our clients in our high-end professional environment. This role is essential in managing the phone systems and handling inquiries especially during busy tax seasons.

In addition, our receptionist has various administrative duties, including managing sensitive client files, processing tax returns, tracking due dates, and maintaining office supplies.

Minimum Qualifications

• High school diploma or equivalent.
• Proficiency in handling multi-line phone systems and general office equipment.
• Strong communication and professional phone etiquette skills.
• Basic computer skills, including proficiency in Microsoft Office (Word, Excel, and Outlook).

Preferred Qualifications

• Experience as a receptionist or in a professional office administrative role.
• Experience working in a professional services environment (accounting, legal, or financial).
• Familiarity with tax software or client management portals.
• Knowledge of data privacy and confidentiality practices.
• Ability to multitask efficiently in a deadline-driven environment (especially during tax season).

Responsibilities

• Client Relations: Greet clients and visitors warmly and assist with the check-in and assignment of client tax information.
• Communications: Answer and manage multiple phone lines promptly, screening and directing calls as necessary.
• Scheduling: Manage and confirm client meetings and consultations using the firm’s scheduling system.
• Administrative Support: Perform general office duties such as filing, scanning, faxing, emailing, and maintaining organized digital and physical records.
• Document Handling: Coordinate the intake of sensitive financial documents and ensure they reach the assigned accountant.
• Office Maintenance: Maintain the reception area and conference rooms to ensure they are tidy and professional at all times.
• Support Tasks: Assist with data entry, handling mail, processing outgoing tax returns, and managing office supplies.

Skills

General administrative skills are applied daily to maintain organized client records, manage complex appointment schedules, and support the overall office workflow.

Proficiency with high-speed scanners and office equipment ensures that financial documents are processed and archived efficiently. Greeting clients with professionalism and warmth helps create a positive first impression and instills the trust that is prevalent in our industry.

Office Location Address: 711 N Carancahua St., Corpus Christi, TX 78401

Hours: Monday–Thursday, 8:30am–5:30pm, Friday 8:00am-5:00pm (Extended hours will be required during tax season)