Receptionist

Wood CPA, PLLC; Edina (MN); On-site; USD 25,000 - 28,000; Part time

Benefits offered by this job

Simple IRA with employer match

PTO

10 company holidays

Family‑friendly environment

Flexible scheduling

On‑site fitness center and café

Job summary

Wood CPA, located in Edina, Minnesota, is seeking a part-time receptionist to be the first point of contact for clients. This in-person role offers an hourly rate of $18.00-$20.00 depending on experience, with hours Monday-Thursday 9:00 to 3:00 and potential extra hours during tax season.

We value accuracy, professionalism, client service, and teamwork. The receptionist will welcome clients, route calls, schedule appointments, maintain a tidy reception area, and support a professional team in a

Qualifications

• High school diploma or higher education.
• Excellent written and verbal communication skills.
• Experience with Microsoft Office, office phones, printers, scanners, and basic office technology.
• Strong attention to detail, accuracy, and follow-through.
• Positive attitude, reliability, punctuality, and willingness to help where needed.
• Ability to handle confidential information with professionalism and discretion.
• Strong organizational skills and the ability to manage multiple deadlines.
• Comfortable working independently while keeping owner informed.

Responsibilities

• Welcome clients and visitors in a professional, courteous manner.
• Answer, screen, and route incoming phone calls and take accurate messages.
• Schedule client appointments and assist with calendar coordination.
• Maintain a clean, organized, and welcoming reception area.
• Assist with scanning, copying, filing, data entry, and document organization.
• Respond to general email questions.
• Update CRM to ensure projects are in the correct step.
• Prepare packages for mail.
• Maintain confidentiality when handling client information, tax documents, and firm communications.
• Monitor office supplies and notify the appropriate team member when items need to be reordered.
• Other functions as needed.

Skills

Communication skills

Microsoft Office

Office equipment

Attention to detail

Organizational skills

Discretion

Punctuality

Confidentiality

Education

High school diploma or higher

Tools

HubSpot

TaxDome

Canva

Calendly

Job description

Wood CPA seeks a Receptionist to be the first point of contact for our small accounting firm. This is an in-person role at our office in Edina, with an hourly rate of $18.00-$20.00, depending on experience. The part‑time hours are Monday-Thursday between 9:00 and 3:00, with the possibility of additional hours during tax season or other peak periods.

As a small firm, Wood CPA values accuracy, professionalism, client service, and teamwork. Our receptionist plays an important role in creating a positive first impression and helping our office operate efficiently.

Our ideal candidate is a friendly, organized, dependable, self‑motivated professional with a genuine interest in helping clients, keeping an office running smoothly, and supporting a professional team in a detail‑oriented environment.

Receptionist – Part‑Time Position

What We Value in a Team Member

We are intentional about building a team of people who embody the principles of an "ideal team player." Our best team members are:

• 1.Humble: They are open to feedback, willing to admit mistakes, and committed to continuous learning and improvement
• 2.Hungry: They are proactive, driven to grow, and motivated to go above and beyond for clients and the firm
• 3.People‑Smart: They have strong interpersonal awareness, and are able to build trust with clients and collaborate effectively with colleagues

If this sounds like you, we'd love to talk.

Responsibilities:

• Welcome clients and visitors in a professional, courteous manner
• Answer, screen, and route incoming phone calls and take accurate messages
• Schedule client appointments and assist with calendar coordination
• Maintain a clean, organized, and welcoming reception area
• Assist with scanning, copying, filing, data entry, and document organization
• Respond to general email questions
• Update CRM to ensure projects are in the correct step
• Prepare packages for mail
• Maintain confidentiality when handling client information, tax documents, and firm communications
• Monitor office supplies and notify the appropriate team member when items need to be reordered
• Other functions as needed

Required Qualifications:

• High school diploma or higher education
• Excellent written and verbal communication skills
• Experience and proficiency with Microsoft Office, office phones, printers, scanners, and basic office technology
• Strong attention to detail, accuracy, and follow-through
• Positive attitude, reliability, punctuality, and willingness to help where needed
• Ability to handle confidential information with professionalism and discretion
• Strong organizational skills and the ability to manage multiple deadlines
• Comfortable working independently while keeping owner informed

Preferred Qualifications:

• Previous receptionist, customer service, or office administration
• Basic familiarity with accounting, bookkeeping, or tax office operations
• Experience with HubSpot, TaxDome, Canva, Calendly
• Desire to create efficiencies within the role

Benefits:

• Simple IRA with employer match after one year
• PTO, depending on work schedule
• 10 company holidays
• Family‑friendly environment
• Flexible scheduling
• On‑site fitness center and café