Receptionist for Tax Practice

Michael A Bowman, CPA
Woodland Hills, CA
Receptionist for Tax Practice Location Woodland Hills, CA :

RECEPTIONIST FOR TAX PRACTICE We are a tax practice seeking a friendly and organized receptionist to manage the front desk and to perform a variety of administrative and clerical tasks.

About Us:

We are an expanding practice with a large client base, looking to add to our dedicated tax team. We are located in the Trillium Towers near the Warner Center, with a private park, abundant outdoor seating, and plenty of covered parking. We are also conveniently close to Westfield Topanga, The Village, and other great shopping and dining locations.

Responsibilities

  • Greet and welcome guests as soon as they arrive at the office
  • Answer, screen, and forward incoming phone calls and distribute messages
  • Ensure office area is clean and presentable
  • Update calendars and schedule appointments
  • Call clients to confirm or reschedule appointments
  • Log and organize client data
  • Scan and prepare client documents for the staff
  • Perform other clerical receptionist duties such as filing, photocopying, emailing and faxing
  • Prepare and send client organizers
  • Assemble completed tax returns

Knowledge and Skills

  • 2 or more years of experience as a Receptionist, Front Office Representative or similar role preferred
  • Excellent customer service skills
  • Assertive and proactive in dealing with conflicts and problem resolution
  • Familiarity with Microsoft Office (Word and Excel in particular)
  • Excellent written and verbal communication skills
  • Professional attitude and appearance
  • Excellent time management skills and ability to multi-task and prioritize work
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • The propensity to learn basic tax returns, data inputting, and gathering necessary documents

Education:

  • High School diploma required. Associate's Degree or equivalent experience is a plus.

Pay and Benefits

  • $18-$20/HR DOE

Paid vacation days, sick days, and holidays, as well as additional paid days off after the peak season

  • Parking Pass included

Schedule:

Monday-Friday, 9 AM -6 PM. Some weekends during peak season, O/T pay included

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

  • Paid time off

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:

  • High school or equivalent (Required)

Experience:

  • Customer service: 1 year (Preferred)

Work Location: In person

Posted 2025-11-09

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