Position Responsibilities:
- Reception Duties:
- Greet clients and visitors in a friendly and professional manner.
- Answer and direct incoming phone calls, taking messages or transferring calls as necessary.
- Maintain a neat and organized reception area.
- Client Interaction:
- Assist clients with inquiries, appointments, and basic questions.
- Schedule appointments as needed.
- Ensure client confidentiality and handle sensitive information with discretion.
- Administrative Support:
- Manage and maintain the office calendar, scheduling appointments and meetings for team members.
- Prepare outgoing mail, sort and distribute incoming mail, faxes, and other correspondence.
- Maintain electronic and paper filing systems for client records and office documents.
- Assist with scanning of client and firm documents.
- Engagement letters as needed, paper extensions and paper returns as needed.
- Office Maintenance:
- Monitor and order office supplies, ensuring inventory is well- stocked.
- Order snacks and drinks and restock as needed.
- Order busy season meals as needed, assist with set-up and clean- up.
- Keep the office clean, organized, and presentable for clients and staff.
- Submit work orders and report any maintenance issues to the appropriate personnel.
- Maintain office equipment, place service calls, order supplies.
- Maintain common areas, refrigerators, vending, refreshment equipment and order supplies as needed.
- Assist with parking decals and access cards as needed.
- Office Events:
- Schedule and Plan office events as coordinated by the corporate office.
- Maintain consistency in events across offices.
Qualifications:
- High school diploma or equivalent; additional education or certification in office administration is a plus.
- Previous experience in a receptionist or administrative role is preferred.
- Knowledge of tax-related terminology and procedures is advantageous.
- Proficiency in office software (e.g., Microsoft Office Suite) and familiarity with tax software is beneficial.
- Excellent communication and interpersonal skills.
- Strong organizational abilities with attention to detail.
- Professional demeanor and a customer-centric attitude.
- Ability to handle confidential information with discretion and integrity.
- Time management skills to prioritize tasks and meet deadlines.
Top Skills
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
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