Receptionist

Receptionist

Laredo, TX

For over 40 years, we have delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees – we are also committed to our community. We have partnered with many great charitable organizations throughout the years, with our focus over the past 2 years on our charity of choice, Kinetic Kids!

And now, we are taking our commitment to excellence to a new level. In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend's shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come! If you are a CPA who shares our values and is looking for a dynamic and exciting firm to call home, look no further than ATKG!

We need bright, motivated, and energetic people to help us continue to grow. We are currently looking for a Receptionist to join our Laredo office who will exemplify our core values.

• Positivity: Look for good in all situations and people.
• Team: We make each other better. We're humble, hungry, and smart.
• Open: Foster trust, respect, and understanding through thoughtful communication.
• Insightful: Look beyond what's ordinary and find the extraordinary.
• Caring: We take an active interest in our team and clients.

What you'll be doing:

• Greet clients and visitors in a professional, positive, and helpful attitude.
• Answer phones in a professional manner and routing calls as necessary.
• Assist with a variety of administrative tasks including copying, scanning, and taking notes.
• Responsible for conference room/kitchen management as well as ensuring common areas are ready for use.
• Sort and distribute mail.
• Ensure reception area is tidy and presentable with all necessary stationery.
• Schedule appointments and meetings.
• Manages intake, organization and follow up on information needed from clients.
• Responds and processes client and/or bank requests for information such as providing copies of tax returns and K-1's.
• Coordinates the sending and return of Electronic Return Authorizations, including uploading of tax returns.
• Coordinates transmission of deliverables to client.
• Sends client 1040ES vouchers as required.
• Engagement binder roll-forwards.
• Files client information in appropriate binder.
• Coordinates client authorizations to release information to third parties.
• Follows up on engagement letters.
• Assist with special projects.
• Other duties as assigned.

Requirements:

• High school diploma or equivalent. Associates degree or business college classwork preferred.
• 3-5 years administrative or front desk experience preferred.
• Extremely proficient with Microsoft Office Suite or related software with the ability to learn new or updated software, specifically Microsoft Excel.
• Experience in a professional services environment a plus.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent time management skills, organizational skills, and attention to detail.
• Strong ability to balance multiple priorities and complete assignments within time constraints.
• Ability to act with integrity, professionalism, and confidentiality.

What we offer:

• Benefits (Vision, Dental, Medical)
• Hybrid opportunities available or 100% remote work depending on location
• A generous PTO package
• 401k matching
• Fun company sponsored activities and events
• Career & growth opportunities for interested team members