MillerMusmar CPAs

Receptionist - Front Desk

MillerMusmar CPAs is an award-winning CPA firm located in Reston, Virginia that has been providing quality client services for over 25 years. We specialize in accounting, tax, assurance, and management advisory services. Our clients include government contractors, businesses (Domestic and International), nonprofits and associations, and individuals (Residential, Foreign Nationals, and Expatriates).This is an excellent opportunity to join a growing CPA firm and be a part of a learning culture that is collaborative and diverse!

We were awarded one of the Top Accounting Firms to work for by the Washington Business Journal as well as a Great Place to Work in 2018. Apply today to join an amazing firm with a great team!

Summary:

The Receptionist facilitates the efficient operation of the firm by performing a variety of clerical and administrative tasks. Building strong relationships with clients to create an exemplary client experience.

Job Responsibilities:

  • Greeting and Welcoming Clients: The receptionist is the first point of contact for clients visiting, calling, or e-mailing the firm, establishing good client relationships is vital to this role. They greet clients in a friendly and professional manner, making them feel welcome.
  • Handling Client Inquiries: Providing basic information about the firm's services and directing clients to the appropriate resources or staff members for further assistance.
  • Answering and Directing Calls: Handling incoming calls, transferring them to the appropriate staff members, taking messages, and providing basic information about the firm's services.
  • Managing Correspondence: Sorting and distributing mail, as well as handling email inquiries and directing them to the relevant department or staff.
  • Scheduling and Managing Appointments: Coordinating client meetings, scheduling appointments for CPAs, and managing the firm's calendar. Ensuring that meeting rooms are prepared and organized for appointments.
  • Maintaining the Office: Keeping the reception area, conference rooms and kitchen clean, organized, caring for plants, and creating a welcoming environment.
  • Receiving mail and deliveries: Process postage, distribute mail and handle courier packages.
  • Assisting with Administrative Tasks: Supporting administrative tasks such as engagement letters, data entry, filing, and other general office duties to ensure smooth operations. Assist with inventory, ordering, and receipt of office supplies.
  • Coordinating with Other Departments: Collaborating with other departments within the firm to ensure effective communication and smooth workflow.
  • Special Projects Support: Assisting with special projects or events as needed.

Required Competencies:

Client Services:

  • · Promptly handles client’s inquiries and requests
  • Stays abreast of new processes to build basic knowledge
  • Maintains strict confidentiality of all client business
  • Handles client complaints and communicates issues with possible solutions to management
  • Joins external networking groups
  • Actively observes others interacting with clients to learn how to establish strong rapport and trust
  • Understands the firm’s products and services and the clients serviced by the firm
  • Interacts with others in a manner that cultivates an environment of trust, respect, and fairness
  • Maintains communication with team members, supervisors, managers and partners
  • Provides clear written communication in both internal and external correspondence
  • Takes ownership of his/her own actions and sets an example for others
  • Consults manager or partner to handle client issues
  • Is courteous, friendly, and professional during client interactions

Business Development:

Builds external relationships and a network of peers

Communication:

Uses effective communication skills with clients and staff; active listening and inquires to understand

Converses intelligently with clients and presents self in a professional manner

Leadership:

Seeks opportunities to share knowledge with others

Operational Excellence (Effective, Efficient, Productive):

  • Seeks opportunities to learn more and assist other team members
  • Strives to complete assignments with high quality work within timeline established

Personal Development

  • Takes the initiative to increase knowledge and skills through self‐ study and personal development
  • Identifies opportunities to try new tasks to expand personal knowledge
  • Completes training requirements
  • Takes corrective action on identified areas for improvement

Qualifications/Skills:

  • Public Accounting firm or law firm experience is preferred, but not required
  • Knowledge of basic accounting functions, relevant titles, and positions
  • Knowledge of Practice CS or other billing time tracking software
  • Customer service experience
  • Strong written and verbal communication
  • Solid active listening skills
  • Detail oriented

Education and Experience Requirements:

  • High school diploma required
  • Associate’s or Bachelor’s degree in related field preferred
  • Three years of experience in an administrative role required

Physical Requirements:

  • Prolonged periods of sitting
  • Must be able to lift up to 15 pounds at times
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Other duties:

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