Receptionist

Position responsibilities:

• Monitor the main lobby and greet clients/visitors.
• Manage both internal and external client inquiries, both in-person and via telephone with energetic professionalism.
• Perform administrative duties including but not limited to: maintaining client records (electronic and paper formats), scheduling meetings with clients, coordinating calendars and responding to routine correspondence in a timely manner.
• Manage conference room calendar and provide room set up for both in-person and virtual appointments.
• Assist with financial statement processing, tax return collating and scanning.
• Answer the phone and direct calls as necessary.
• Handle and prepare mail through FedEx and UPS
• Maintain the kitchen area and conference room.
• Order office supplies as needed.
• Coordinate firm lunches and other office events.
• Scan/print/copy documents.
• Process deposits - entering credit card, check, Bill.com & ACH deposits to PE, and scanning & emailing backup documents to Accounts Receivable.
• Other related duties and tasks as assigned.

Qualifications:

• 1-3 plus years of hands on experience in an administrative position.
• Maturity, poise and a high aptitude for customer service.
• The ability to handle sensitive information confidentially.

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.