RECEPTIONIST JOB DESCRIPTION

Job Title: Receptionist Division/Department Administration
FLSA Status: Non-Exempt Reports to: Office Manager
Location: Woodland Hills Last Revision Date: 08-21-2018

 

SUMMARY OF RESPONSIBILITIES

Provides general office support with a variety of clerical activities and related tasks. The receptionist will be responsible for answering incoming calls, directing calls to appropriate associates, flow of correspondence.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must be able to work a flexible schedule which includes 55+ hours a week during tax season
KEY COMPETENCIES:

  • Answer a multi-line telephone system, screen and direct calls, take and relay messages
  • Greeting and assisting clients upon entering office suite
  • Receiving and appropriately distributing all faxes received by the office
  • Ordering lunches for meetings and dinners during tax season
  • Scanning client documents
  • Assembling tax returns
  • Follow-up calls with all clients regarding E-file forms and or mail confirmation
  • Creating files and entering information for new clients
  • Editing PDF’s of client information and tax returns to be sent to clients pending partner approval
  • Supporting professional and administrative staff with miscellaneous projects

KNOWLEDGE AND SKILLS REQUIREMENTS:

  • Multi-tasking
  • Outlook