Join the Cerity Partners Encino team as a Front Desk Receptionist and serve as the welcoming face of a sophisticated accounting and advisory practice specializing in high-net-worth individuals, family enterprises, and real estate clients. This is a hybrid position requiring a minimum of 3 days per week on-site at our Encino office.
In this role, you will be the first point of contact for clients and visitors, managing front desk operations, coordinating with internal teams, and ensuring a professional and polished experience for everyone who walks through our doors. You'll thrive in a collaborative, client-focused environment where relationships and trust are at the center of everything we do.
Who We Are:
Our focus is to deliver significant value through Tax Planning and Compliance, Trusts & Estates, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services.
With a team that includes seasoned partners and principals, we benefit from exceptional tenure across our professional staff. This continuity means clients work with the same trusted advisors year after year, ensuring deep relationships and institutional knowledge that strengthen our service delivery and client outcomes.
Our team is known for exceptional tenure and deep client relationships — and we're looking for someone who values longevity, takes pride in their work, and brings a high degree of professionalism and warmth to every interaction.
Key Responsibilities:
The Front Desk Receptionist / Administrative & Records Support professional is responsible for managing the front office area, greeting visitors, handling incoming calls, and providing administrative, CRM, and document management support. This role serves as the first point of contact for clients and plays a key role in maintaining accurate client records and supporting firm operations, particularly during tax season.
Front Desk & Client Experience
- Greet and welcome clients and visitors in a friendly, professional manner.
- Answer, screen, and direct incoming phone calls.
- Maintain a clean, organized, and professional front desk and reception area.
- Provide basic information about the firm, services, and procedures.
Mail, Office & Facilities Support
- Handle incoming and outgoing mail, packages, and deliveries.
- Monitor office supplies and place orders as needed.
- Order and maintain office snacks, tax season dinners, and office kitchen supplies.
- Coordinate conference room usage and assist with client appointments as needed.
Document Handling & Client Intake
- Collect, organize, and intake client tax documents (W‑2s, 1099s, receipts, prior‑year returns, etc.).
- Prepare documents for scanning, indexing, and electronic storage.
- Scan, upload, name, and securely store documents in the firm’s document management system.
- Ensure documents are accurately linked to the correct client records and follow confidentiality protocols.
CRM & Administrative Support
- Maintain and update accurate client records within the firm’s CRM or practice management system.
- Assist with client onboarding and routine data entry tasks.
- Support internal staff with clerical, administrative, and basic scheduling assistance.
- Act as a liaison between clients and internal teams for routine follow‑ups and document requests.
Key Skills & Competencies
- Strong customer service, interpersonal, and communication skills.
- High attention to detail with excellent organizational skills.
- Proficiency in Microsoft Office (Outlook, Word, Excel).
- Strong data entry skills with a high level of accuracy.
- Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment.
- Ability to handle confidential and sensitive financial information responsibly.
- Comfortable working extended hours during peak tax season.
Preferred Experience & Qualifications
- Prior experience in a CPA firm or professional services environment strongly preferred.
- Familiarity with tax documents and tax season workflows a plus.
- Experience with CRM, document management, or practice management software preferred.
- College degree preferred (associate’s or bachelor’s degree).
- Prior receptionist, administrative, or office support experience preferred.
Work Schedule & Environment
- In‑office position, minimum 3 days per week (preferably full‑time, 5 days per week).
- Extended hours may be required during peak tax season.
- Professional demeanor required as a key representative of the firm.
Compensation:
$40/hr
Why Cerity Partners:
At Cerity Partners, you're not just joining a firm—you're joining an industry leader. Of those surveyed, 98% of our colleagues believe will continue leading for years to come. When nearly everyone believes in where we're headed, you know you're in the right place. We set ourselves apart with a commitment to developing our teams with leadership development and cutting-edge learning platforms.
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
