via ZipRecruiter
$30K - 40K a year
Manage front desk duties including client scheduling, phone handling, client communication, office supply inventory, and payment processing during tax season.
High school diploma or GED, receptionist experience, proficiency in MS Word and Excel, customer service skills, ability to learn Lacerte software, POS system experience, professional demeanor, and availability to work in-office full-time temporarily.
Small CPA firm needs a temporary for the entire tax season (January - April). The job responsibilities are: • Meet and greet clients, schedule client meetings for CPA and call to confirm • Set up new clients in computer • Answer multi-line phone and take detailed messages • Call clients when returns are completed • Use MS Word and Excel for letter writing and manual tracking of projects (Excel) • Take payments from clients when they pick up their return • Review and sort mail, keep inventory of office supplies to ensure paper and printer toner is well stocked Education and Experience: • HS Diploma or GED • Front desk/receptionist work experience • Average+ skills using MS Excel and Word • Any experience using Lacerte software a plus • Customer service skills both on the phone and in person a must • Able to learn new software or have experience using Lacerte • Experience using a POS system for credit card payments (Square) • Professional demeanor and presentation at all times • Must be self-motivated with the ability to learn quickly • Able to work in the office Monday-Friday 8:00a - 5:00 p (1 hour lunch break) Note: Although this is a temporary position, this CPA firm is looking for a commitment from early January to mid-April. This is a great group of people, small office with friendly people and customers. Qualified individuals will be interviewed by the CPA (face to face) - this is not a direct send assignment. Company DescriptionWaterfront Staffing LLC is a Scottsdale, AZ employment agency that is qualifying candidates for this position. Being ranked in the Top 10 in "Ranking Arizona" in 2024, 2023, 2020, 2019 and 2014, and winning the "Best of Scottsdale" 2014, 2015 and 2016, we take pride in giving our candidates and clients the ultimate customer service experience!
This job posting was last updated on 12/10/2025