Overview We’re seeking a detail oriented and dependable Receptionist to serve as the first point of contact for visitors, clients, and internal staff. This role is ideal for someone who is organized, customer‑focused, and comfortable managing front‑desk operations in a fast‑paced environment. Key Responsibilities Greet and assist visitors in a detail oriented and welcoming manner Answer and route incoming calls and emails Manage front desk operations, including visitor logs and badge access Coordinate conference room scheduling and meeting support Perform light administrative duties such as data entry, filing, and mail distribution Support office staff with day‑to‑day administrative needs
Administrative Assistant / Client Concierge We are seeking an Administrative Assistant / Client Concierge to support client‑facing administrative processes and internal workflow coordination in a detail oriented services environment. This role is critical in ensuring a smooth, timely, and high‑quality experience for both clients and internal teams. The ideal candidate is organized, detail‑oriented, and comfortable communicating with clients while keeping multiple workflows moving at once. This position works closely with CPAs, clients, and internal systems to support billing, workflow tracking, and overall client service delivery. Key Responsibilities Coordinate internal workflows and follow up on outstanding items to keep client work on track Communicate with clients regarding administrative matters, billing questions, and document delivery Process and distribute completed tax returns and related materials Manage engagement letters, including preparation, tracking, and follow‑ups Assist with new client onboarding and setup in firm systems Apply client payments and assist with accounts receivable tracking and follow‑ups Update workflow and tracking systems to reflect current project status Escalate stalled or delayed work to appropriate team members Provide general administrative support to ensure an efficient and detail oriented client experience
<p>We are seeking an <strong>Entry‑Level Data Coordinator</strong> to support day‑to‑day data management, documentation, and internal reporting activities. This role is ideal for someone early in their career who is highly detail‑oriented, organized, and comfortable working with structured processes and systems. The Data Coordinator plays an important role in ensuring information is accurate, up to date, and easily accessible for internal teams.</p><p>In this position, you will handle routine data entry and data maintenance tasks while learning how information flows across systems and departments. The role requires a high level of accuracy, consistency, and follow‑through, as even small errors can impact reporting and downstream processes. You’ll work closely with internal stakeholders to clarify information, resolve discrepancies, and ensure records are complete and compliant with established procedures.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Enter, update, and maintain accurate data in internal systems and spreadsheets</li><li>Review data for completeness and accuracy; identify and correct discrepancies</li><li>Organize digital documents and follow standardized data and filing procedures</li><li>Assist with basic reporting and tracking using Excel and predefined templates</li><li>Support data clean‑up, audits, and routine validation tasks</li><li>Communicate with internal team members to clarify missing or incomplete information</li><li>Follow data security and confidentiality guidelines at all times</li></ul><p><br></p>