· Help assist as the first point of contact at the front desk, providing a professional, welcoming, and courteous client experience.
· Help coordinate front desk operations to ensure an efficient daily workflow and high-quality client service.
· Assist with answering, screening, and directing incoming phone calls promptly and professionally, taking detailed and accurate messages when necessary.
· Manage client interactions both in person and by phone, maintaining confidentiality and a high standard of professionalism.
· Provide administrative support to the accounting team, including data entry, document scanning, filing, and general office assistance.
· Perform other administrative and clerical duties as assigned to support firm operations.
· Monitor and respond to firm email communications as assigned.
· Process incoming and outgoing mail.
· Coordinate and manage client shipments, including FedEx and USPS.
· Manage postage, shipping supplies, and shipment tracking.
· Handle fax distribution and document scanning to ensure timely document delivery.
· Maintain and manage the conference room calendar.
· Set up conference rooms for meetings, ensuring rooms are clean, organized, and properly prepared before and after use.
· Monitor inventory levels throughout the year, including increased supply needs during tax season.
Tax Season Responsibilities
· Perform all standard front desk and administrative duties during peak tax season.
· Provide additional administrative support to administrative staff, including assistance with client acceptance processes.
· Monitor and respond to Reid Tax & Advisory email communications as assigned.