Administrative Assistant / Receptionist

December 2021

We are a boutique CPA firm located in Greenwood Village. We are a small group and work and treat each other like a family!

Your responsibilities are:

  • The front desk person for those that come into the office (which is less and less these days).
  • Answer the phones and perform other administrative/office duties.
  • Handle all financial statement and tax return processing (i.e., client deliverables).
  • Maintain client schedule/coordinate owner’s schedule.
  • Process any mail and order office supplies as needed in advance.
  • Setup and maintain client portals/send document requests to clients as needed/directed.
  • Organize incoming client documents into respective projects (we will teach you our processes), scan files to client folders/projects, etc.
  • Pay certain firm invoices/admin items.
  • Maintain clients lists/addresses/updates, etc. as occur and assist then on new client onboarding. We are trying to become much more efficient wuth our onboarding process and assist with identifuing and/or removing unnecessary steps. Improve our current process to fine tune as needed/where needed.

You will also be organizing data with our third-party teams not operating within our office (i.e., client documents, schedules) and have direct client interaction.

You must be organized. Being proficient will help us and make your work-life balance be in your control!

You should have a basic understanding of using computers, Microsoft Office suite, particularly, is an excellent start. We will teach you the basics of our more interrelated firm-specific software, such as:

  • Tax – for organizational perspective, not tax prep!
  • Time & Billing – so you can assist other team members and client interaction/project management
  • File – electronic file cabinet and client portals – these all talk and work together

Position is F/T Jan – April 15, then becomes part-time (M-Th, 8:30 a.m. – 1:30 p.m.). Depending on your schedule and skill set. We can review additional hours/workload after 4/15.

Please forward your resume to jobs@langallancpa.com.