Front Desk Coordinator

Position Overview

We are looking for an experienced administrative assistant with reception front desk experience. Ideal candidates must have 2-5 years of experience working in an office environment, preferably at a CPA firm.

The position is full time and requires overtime and some Saturday’s during tax season February- April and September- October. This individual should have experience with answering high volume calls, scheduling appointments, greeting clients, mailing, along with other general administrative office tasks and responsibilities. 

This individual will serve as the first contact for the firm and will represent the company. Candidates must be friendly, outgoing, and confident. 

Primary responsibilities include:

·       Answer and manage high volume phone calls

·       Manage appointments and various calendars for partners and staff

·       Prepare various types of letters for professional staff

·       Sorting and distributing all incoming mail

·       Prepare outgoing mail, mail forwarding, FedEx and UPS

·       Responsible for open and closing office procedures

·       Greeting clients, making coffee, and kitchen duties

·       Filing of client documents

·       Pull client files for partners and accountant meetings

·       Direct communication with firm clients via phone, email, and fax

·       Communicate with various firm vendors

·       Order office supplies

·       Provide administrative support as needed to staff

·       Dictations - transcribe and edit letters

·       Manage and update company databases

·       Scanning documents for electronic archive

·       Provide assistance to our tax and accounting support department

·       Assist with client payment collections as needed

·       Saturday work schedule as needed ONLY during tax season

We are looking for candidates who understand the importance of CLIENT SERVICE and who are eager to contribute to the firm’s continued success. We are looking for someone outgoing who can manage multiple projects and is happy to help others, learn and has strong communication skills.

DLD Accountancy, LLP is a family owned business that provides outstanding service and meaningful guidance in the areas of income tax planning, tax return preparation, accounting, and business management to clients who require superior business services. We also assist with asset management, retirement and estate planning through a holistic approach and creative solutions in all areas of a client’s financial life. We endeavor to accomplish this in an extraordinary environment, filled with caring people, that nurtures both the client and our team members.