Receptionist/office Support - Montgomery, United States - Kenneth L Thomet, CPA PLLC

Description

About us
Kenneth L Thomet, CPA PLLC is a small business in OTHER in Montgomery, TX. We are professional, agile and customer-centric.


Our work environment includes:

• Modern office setting
• Food provided
• Safe work environment
• Relaxed atmosphere

Position Overview:
We are seeking a proactive and organized Administrative Assistant to join our team.

This role will primarily focus on managing front office tasks, providing exceptional customer service to clients, handling administrative duties efficiently, and supporting various office projects as needed.

Responsibilities:


Front Office Management:

• Answer incoming calls, take messages, respond to texts, and greet clients in a professional and friendly manner.
• Assist clients with inquiries or direct them to the appropriate staff member.
• Maintain a welcoming and organized reception area.

Client Communication:

• Pass along messages or inquiries to relevant staff members promptly and accurately.

Document Management:

• Scan and organize documents efficiently, creating corresponding tasks in Microsoft Suite and notifying the office as necessary.
• Ensure all required documents are printed, prepared, and sent to clients or government entities.
• Record outgoing mail in the mail log for tracking purposes.

Assistance in Tax Processes:

• Take the lead in efiling extensions and tax returns once all necessary signatures have been obtained.
• Assist in preparing documents for clients, including adding invoices to QuickBooks and updating payment status.

General Administrative Support:

• Assist with office tasks and projects, such as creating spreadsheets, assisting in Franchise Tax filings, and other assignments as required.
• Maintain office supplies and keep the front desk area tidy and organized.
• Utilize labeling systems to ensure easy document retrieval for other staff members.
• Receive mail and distribute accordingly.

Management of Digital Uploads and Downloads:

• Monitor digital uploads to company portals and download documents from clients as needed.
• Ensure that downloaded documents are saved in the correct location and appropriately labeled for easy retrieval.
• Create corresponding tasks in Microsoft Suite to track downloaded documents and notify the office of any relevant updates or actions required.

Qualifications:

• High school diploma or equivalent; additional certification in Office Management or Administration is a plus.
• Proven experience in a similar administrative role, preferably in a professional office environment.
• Excellent communication skills, both written and verbal, with a strong focus on customer service.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and QuickBooks.
• Strong organizational and multitasking abilities, with a keen attention to detail.
• Ability to work effectively both independently and as part of a team.
• Flexibility to adapt to changing priorities and deadlines.

Working Conditions:

• This position operates in a professional office environment.
• Normal working hours are 8:30AM5PM, Monday through Friday.
• Occasional overtime may be required during peak seasons.

Benefits:

• Paid time off

Schedule:

• Monday to Friday
• No nights
• No weekends

Experience:

• Customer service: 1 year (preferred)

Ability to Commute:

• Montgomery, TX required)

Ability to Relocate:

• Montgomery, TX 77356: Relocate before starting work (required)

Work Location:
In person