Receptionist

Job Description

Job Description

The Role

CPA Business Advisors is seeking a dependable, detail-oriented Receptionist to serve as the front line of our firm. This role plays a critical part in maintaining office flow, ensuring professional client interactions, ensuring clients feel supported from their very first interaction, and supporting internal operations through accuracy, organization, and follow-through.

This position is ideal for someone who is comfortable handling sensitive information, managing multiple priorities, and working within structured procedures where precision and professionalism matter. Accuracy, attentiveness, and follow-through are essential and plays a key role in daily office operations.

 

What You’ll Do

· Greet clients and visitors in a professional and welcoming manner

· Manage incoming calls and route communication appropriately

· Serve as the first point of contact for general client questions or concerns

· Handle confidential documents and time-sensitive information

· Prepare and distribute correspondence, forms, and routine documents

· Assist with invoicing and scheduled reporting

· Maintain accurate contact lists and organized filing systems

· Support staff and partners by identifying issues that need attention

· Manage office supplies and ensure the office runs smoothly day to day

· Complete administrative tasks such as scanning, copying, and document preparation

 

Qualifications & Skills

· Experience in office administration, operations, or a structured client-facing environment

· Strong attention to detail and commitment to accuracy

· Ability to manage multiple tasks and deadlines simultaneously

· Professional written and verbal communication skills

· Proficiency in Microsoft Office and Outlook

· Experience with QuickBooks Online is a plus

 

Why You’ll Love Working Here

At CPA Business Advisors, we prioritize relationships, responsiveness, and proactive support, both for our clients and our team.

You’ll work in a structured, professional environment where your role is valued, expectations are clear, and quality work is recognized. Opportunities for growth and advancement available through continued role commitment and development.

\nCompany Description

At CPA Business Advisors, we combine more than 30 years of accounting and advisory expertise with a mission-driven approach that places relationships at the center. Our focus goes beyond compliance—we help clients plan strategically, manage complexity, and achieve long-term financial success.

Company Description

At CPA Business Advisors, we combine more than 30 years of accounting and advisory expertise with a mission-driven approach that places relationships at the center. Our focus goes beyond compliance—we help clients plan strategically, manage complexity, and achieve long-term financial success.