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Receptionist Administrative Assistant

Kathryn Ayres CPA PC

Job Description

Job Description

Job duties include:

Answering phones, setting appointments, greeting clients

Document intake and fielding client questions on tax return explanations

Some quickbooks transactions, knowledge of QBO a plus

New client data collection

Minimal data entry in tax preparation system and client portal

Preparing client mailings

Skills required:

Pleasant attitude and client focused

Detail oriented

\nCompany Description

CPA office specializing in accounting, payroll and income tax for a wide variety of clients.

Company Description

CPA office specializing in accounting, payroll and income tax for a wide variety of clients.

Vacancy posted 13 days ago
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