Receptionist / File Clerk -TEMP ROLE- CPA Firm

Wilder Certified Public Accountants
Oviedo, FL Full Time
POSTED ON 2/21/2022 CLOSED ON 4/20/2022

What are the responsibilities and job description for the Receptionist / File Clerk -TEMP ROLE- CPA Firm position at Wilder Certified Public Accountants?

Job Summary

Founded in 1980, Wilder Certified Public Accountants is an established CPA firm with headquarters located in Oviedo, just minutes from the University of Central Florida. We are looking to hire a Temporary-Receptionist during TAX SEASON with a commitment to delivering unsurpassed service - potential opportunity to turn into permanent role. Duties include greeting clients in a professional, welcoming manner, answering multiple phone lines, prepping items for mail, copying, scanning and filing documents, scheduling meetings/making reminder calls/emails, receiving/processing client payments, and assisting the Office Manager with duties as assigned.

Proudly serving Central Florida for 42 years with offices in Oviedo and Baldwin Park Wilder CPAs is seeking a detail-oriented team player to join our growing firm!

Responsibilities and Duties:

  • Passionate about Serving as the 1st Point of Contact representing our Firm.
  • Proficient in Answering Multiple Incoming Phone Lines.
  • Skilled in Filing, Scanning and Copying.
  • Experienced in Scheduling and Confirming Client Meetings.
  • Exercises Sound Judgement, Upholding Extreme Confidentiality.
  • Adept in Maintaining Discretion at all times while Identifying and Processing Sensitive/Confidential information.
  • Strong Attention to Detail in Preparing Appropriate Items for Mail / Email.
  • Practiced in Anticipating Client Needs with a Commitment to Delivering Superior Service.
  • Providing Clients Timely Updates with Promised Follow-through.
  • Additional Admin Duties as Assigned.

Required Knowledge and Skills:

  • Proven Time Management and Organizational Skills.
  • Commitment to Meeting Deadlines with a Sense of Urgency while completing Duties Accurately with strong Attention to Detail.
  • Embraces, and Quickly Adapts, to Change. Prioritizing Tasks and Multiple Competing Deadlines and Job Functions common in a CPA firm.
  • Proactive, yet Flexible. Experienced in Prioritizing Essential Projects to meet Critical Deadlines.
  • Skilled in Taking Initiative and Performing Duties with Minimal Supervision.
  • Proficient in Microsoft Word, Excel and Outlook.
  • Strong Oral and Written Communication Skills.
  • Ability to work in a Deadline Driven Environment where Attention to Detail is priority.
  • Team Player - Providing Daily and Weekly Updates to the Office Manager, and fellow Admin Team, to ensure all Lines of Communication Remain Open and all Duties are Performed with Accuracy.

WilderAccountingCPA.com

Work Remotely

  • No

Job Types: Full-time, Temporary

Pay: $15.00 - $20.00 per hour

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday
  • Overtime
  • Weekend availability

Education:

  • High school or equivalent (Preferred)

Experience:

  • Receptionist / Customer Service / Client Care: 1 year (Preferred)

Work Location: One location

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