Flexible-Schedule Client Concierge & Admin Assistant

Applied Tax Resource Group Inc.; San Diego (CA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Flexible schedule

Flexible spending account

Health insurance

Paid time off

Retirement plan

Job summary

Applied Tax Resource Group Inc. in San Diego, CA is seeking a friendly Front Office Concierge/Receptionist to join our growing CPA firm in the Sorrento Valley/Mira Mesa area. This on-site, full-time role puts you at the face of the firm, welcoming clients and handling front desk duties.

You will answer phones, greet visitors, manage messages, assist with client tax projects, and help maintain office supplies while delivering dependable customer service in a fast-paced environment.

Qualifications

• Minimum 2 years prior experience in an Administrative/Receptionist or related role.
• Ability to perform several tasks concurrently with ease and professionalism.
• High School diploma or equivalent; Associates degree or college coursework preferred.
• Must work in a busy, quickly changing environment.
• Excellent customer service skills are essential.
• Candidate must communicate professionally in person and in writing.
• Strong organizational skills with a positive, problem-solving attitude; multitask with minimal supervision.
• Proficiency with PC and MS Office; professional appearance.
• Must have experience with QuickBooks.
• Background/interest in accounting helpful.

Responsibilities

• Greet and welcome guests as they arrive at the office.
• Answer, screen and forward incoming calls.
• Deliver incoming calls, e-faxes, and email messages accurately and promptly.
• Scan and return client related documents.
• Maintain office supplies inventory and cleanliness.
• Assist in processing and completing client tax projects.
• Other related duties as required.

Skills

Customer service

Professional communication

Organization

MS Office

Education

High School diploma or equivalent

Associate degree preferred

Tools

QuickBooks

MS Office Suite

Job description

Applied Tax Resource Group Inc. in San Diego, CA is seeking a friendly Front Office Concierge/Receptionist to join our growing CPA firm in the Sorrento Valley/Mira Mesa area. This on-site, full-time role puts you at the face of the firm, welcoming clients and handling front desk duties.

You will answer phones, greet visitors, manage messages, assist with client tax projects, and help maintain office supplies while delivering dependable customer service in a fast-paced environment.