Front Desk Reception

Stahlberg, Manuel & Associates, P.C.; Kalispell (MT); On-site; USD 25,000 - 36,000; Full time

Job summary

Stahlberg, Manuel & Associates, P.C. in Kalispell, MT, seeks a front desk professional to interact with clients and manage information flow at the CPA firm’s reception. The role is on-site, fast-paced, and requires strong phone etiquette and basic computer skills.

Responsibilities include answering lines, routing calls, handling documents, scheduling meetings, seating clients, and assisting with tax return preparation during peak seasons. Occasional overtime may be required.

Qualifications

• Answer multiple phone lines and multitask in a fast-paced environment.
• Basic computer skills: Word, Excel, Outlook; familiarity with QuickBooks and Stamp s.com preferred.
• Occasional overtime during busy seasons (Jan-Apr and Sep-Oct).
• On-site only; no remote work.

Responsibilities

• Answer phone lines, route calls, and receive documentation.
• Schedule appointments and seat clients for meetings.
• Assist in assembling tax returns and firm operations.

Skills

Phone etiquette

Multi-tasking

Detail-oriented

Microsoft Word

Microsoft Excel

Outlook

Tools

QuickBooks

Stamps.com

Credit card processing

Job description

Searching for individual with the ability to professionally interact with clients and manage flow of information at the front desk of a CPA firm.

Job Details:

• The applicant must be able to answer multiple phone lines, be detail-oriented, and demonstrates the ability to multi-task.
• The applicant must have skills with basic computer programs such as Microsoft Word, Excel, Outlook, etc. Additionally, familiarity with Quickbooks, Stamps.com, and credit card processors would be ideal, though not required.
• The position is high-paced during the busy seasons of January through April and September and October, and occasional overtime may be needed.
• The position requires answering phone lines, managing the transfer of calls, receiving documentation and routing it to the proper location, scheduling appointments, seating clients for meetings, taking messages, assembling tax returns, and aiding in managing the operations of the firm.
• The nature of the position makes it impossible for remote work, as a result, it is on-site only.