Tax-Season Receptionist & Client Concierge

Linked Accounting Alliance; Kaysville (UT); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

401(k) Match

Job summary

FJ & Associates, a CPA firm in Kaysville, UT, seeks a Receptionist to be the welcoming first point of contact for clients, especially during busy seasons. You will manage high-volume calls and emails, guide clients through the document drop-off, and assist with intake of tax documents.

This role values a warm, empathetic approach, professionalism, and discretion when handling sensitive financial information. Front-desk experience is preferred; strong computer skills and MS Office are a plus.

Qualifications

• High school diploma or equivalent required.
• Front-desk experience is desired but not required.
• Discretion with sensitive financial information and professionalism.

Responsibilities

• Greet and welcome clients in person, by phone, and by email.
• Manage high-volume communications, especially during busy seasons.
• Guide clients through the document drop-off process.
• Intake and scan client tax documents.
• Follow up on missing documents or signatures and assemble tax returns.

Skills

Warm empathetic demeanor

Strong communication

Organizational skills

Quick learner

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

FJ & Associates, a CPA firm in Kaysville, UT, seeks a Receptionist to be the welcoming first point of contact for clients, especially during busy seasons. You will manage high-volume calls and emails, guide clients through the document drop-off, and assist with intake of tax documents.

This role values a warm, empathetic approach, professionalism, and discretion when handling sensitive financial information. Front-desk experience is preferred; strong computer skills and MS Office are a plus.