Front Office & Client Services Lead

Garcia & Carlson Cpa Pa; Naples (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Garcia & Carlson Cpa Pa in Naples, FL is seeking an organized receptionist/administrative assistant to welcome clients and support daily office operations.

You will handle front-desk tasks, scheduling, mail handling, and meeting coordination, with responsibilities expanding during tax season to assist accountants and staff. A friendly, professional demeanor and strong organizational skills are essential.

Responsibilities

• Greet clients and visitors in a professional and friendly manner.
• Answer and direct incoming phone calls.
• Respond to general client inquiries via phone and email.
• Schedule appointments for partners and staff.
• Notify team members when clients arrive.
• Maintain a clean, organized, and welcoming reception area.
• Offer refreshments to clients during meetings.
• Open, sort, and distribute incoming mail and packages.
• Prepare outgoing mail, certified mail, and shipping labels.
• Scan, copy, print, and file documents.
• Maintain electronic and paper filing systems.
• Order and maintain office supplies.
• Assist with organizing office meetings and events.
• Keep conference rooms stocked and prepared for client meetings.
• Assist partners and staff with special projects as assigned.
• Support the team during tax season with additional administrative tasks.
• Help maintain a positive, professional office environment.
• Perform other duties as assigned.

Job description

Garcia & Carlson Cpa Pa in Naples, FL is seeking an organized receptionist/administrative assistant to welcome clients and support daily office operations.

You will handle front-desk tasks, scheduling, mail handling, and meeting coordination, with responsibilities expanding during tax season to assist accountants and staff. A friendly, professional demeanor and strong organizational skills are essential.