Location: Henrietta NY
Pay Rate: $18$22/hour
Schedule: Full-time MondayFriday 8:30 AM5:00 PM
(Overtime required during peak tax season: 2 weeks before March 15 and April 15)
Our client is a trusted and locally rooted accounting firm serving individuals and businesses across Rochester and beyond. With a collaborative team of 10 professionals including three CPA partners the firm takes pride in providing exceptional client service with integrity accuracy and a personal touch.
As we head into tax season were seeking a dependable and detail-oriented Administrative Assistant/Receptionist to support their busy team. If youre an organized multitasker who thrives in a fast-paced office loves structure and takes pride in getting things right the first timethis could be your perfect fit.
Youll be the face and heartbeat of the Henrietta office; keeping operations running smoothly and ensuring both our clients and CPAs have what they need to succeed. Typical responsibilities include:
Client Interaction:
Be the first point of contact warmly greet visitors and manage a busy phone line.
Schedule and confirm client appointments during tax season.
Document Management:
Scan upload and organize confidential client documents.
Use ShareFile to move files between clients preparers and the network.
Assemble and process tax returns and electronic filings.
Maintain physical and digital filing systems.
Operational Support:
Prepare and mail/upload tax organizers to clients.
Maintain office supplies and ensure the front desk common areas and break room remain organized and tidy.
Support preparers during the firms busiest times with accuracy and professionalism.
Software Tools:
Learn and use office programs such as UltraTax SurePrep and Microsoft Office Suite.
Prior familiarity with UltraTax Lacerte or similar accounting software is a plus.
12 years of experience in an office or accounting/tax environment
Exceptional attention to detail and accuracy
Excellent organization communication and follow-through skills
Comfort with scanning file management and learning new software quickly
A reputation for being reliable punctual and team-oriented
Ability to handle confidential information discreetly
A friendly professional demeanor under pressurephones ring often and clients walk in regularly!
This is not your typical front desk job; its the operational hub of a thriving CPA practice. Youll work closely with experienced accountants and gain exposure to the inner workings of tax preparation and client service. During tax season youll see the team come together like a well-oiled machinecollaborative supportive and laser-focused.
If youre looking for stability growth and a welcoming team that values precision and professionalism please send us your application and we will have our team contact you for an interview!
Recruiting Agency in Rochester NY specializing in temp or temporary staffing and permanent placement staffing in the greater rochester ny area