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Secretary/Receptionist

Robert R Naugler CPA

Job Description

Job Description

Seasonal Secretary/Receptionist for CPA Firm

 

Job Type : Full-Time, Hourly

Job Length : December 1st – April 16th

Schedule : Monday-Friday, 8:00AM – 5:00PM | Saturdays or Sundays as needed

 

We are seeking a reliable, detail-oriented, and professional secretary/receptionist to join our tax and accounting firm for the upcoming tax season. This role serves as the first point of contact for clients and supports the day-to-day administrative functions of the office. The ideal candidate is organized, personable, and able to manage multiple priorities with efficiency and discretion.

 

Position handles multi-line telephone, and sets appointments with confidence, purpose, and poise. Facilitates client traffic, co-ordinates and schedules and acts as the office communicator. Has excellent Word, Word Perfect, Excel, and Outlook skills. Required to operate and manage multiple systems including tax software, calendaring, task scheduling, scanning and filing, some standard billing and accounts receivable.

 

This person is our and our clients' best friend, with highest affinity, high energy, and loves to manage and direct. This person is fully able to care for self, and 100% dedicated. This person loves management/administrative processes and procedures, technology, and checklists.

 

Prior CPA firm office management a plus for familiarity with work environment, but not required. Prior experience in a fast flow secretary/office coordination position needed. If you are quick, high energy, high toned, love people, want responsibility, demand fast flow, and love to make things happen, this is your position.

 

Responsibilities:

  • Answer phone calls
  • Confirm and schedule appointments
  • Greet and assist onsite guests and clients
  • Assemble tax returns and prepare certified mail forms
  • Develop and implement organized filing systems and spreadsheet management
  • Basic clerical work - copying, scanning, faxing, mailing
  • Perform all other office tasks

Qualifications:

  • Previous experience in office administration or other related fields
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Strong attention to detail and organizational skills
  • ​Familiarity with Adobe, ShareFile, Docusign, and Microsoft Office Programs - specifically Excel
Company Description

Join our esteemed certified public accounting firm in Boise, ID, dedicated to serving the community for over 40 years. We work hand-in-hand with business owners to uncover the best financial solutions, allowing them to focus on what they do best—building and sustaining businesses that serve our community.

Company Description

Join our esteemed certified public accounting firm in Boise, ID, dedicated to serving the community for over 40 years. We work hand-in-hand with business owners to uncover the best financial solutions, allowing them to focus on what they do best—building and sustaining businesses that serve our community.

Vacancy posted 21 days ago
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