Office Assistant​/Receptionist – Accounting Office, Bronx, NY

Job Title:
Office Assistant / Receptionist – Accounting Office
Summary

The Office Assistant / Receptionist supports the daily operations of an accounting firm by managing the front desk, assisting clients, and providing administrative and light clerical support to accountants and tax preparers. This role requires professionalism, discretion with sensitive financial information, and strong organizational skills—especially during peak tax season.

• Greet clients in a professional, welcoming manner and notify staff of their arrival
• Answer and route calls, including scheduling appointments for accountants and tax preparers
• Handle client check-in/check-out, collect documents, and ensure proper logging of all tax or financial paperwork
• Maintain confidentiality of client records and comply with firm privacy and security policies
• Assist with scanning, filing, and organizing tax returns, financial statements, and client documents
• Prepare engagement letters, intake forms, and other standard accounting office documents
• Enter client information into practice management systems or CRM software
• Track and manage incoming/outgoing mail, including certified mail and secure document transfers
• Support accountants during tax season (printing returns, assembling packets, verifying signatures, etc.)
• Maintain office supply inventory—especially tax forms, toner, envelopes, and secure shredding supplies
• Process payments, issue receipts, and assist with invoicing or client billing tasks
• Coordinate office maintenance, service providers, and professional visitors (e.g., auditors, IT)
• Maintain a clean and organized reception area and file room
• Perform additional administrative duties as needed during busy periods

• 1–3 years of administrative, receptionist, or bookkeeping experience (accounting/tax office experience is a plus)
• Familiarity with accounting terminology and basic financial documents
• Strong knowledge of Microsoft Office, especially Outlook, Word, and Excel
• Experience with scanning software and basic office equipment
• Ability to maintain strict confidentiality and handle sensitive financial information
• Detail-oriented and highly organized
• Professional communication and customer service skills
• Ability to work in a fast-paced environment, especially during tax season (extended hours may be required)

• Experience with accounting or tax software such as:
  • Drake, Lacerte, Pro Series, Ultra Tax, or similar
  • Quick Books (Online or Desktop)
• Experience with billing systems or payment processing
• Professional accounting/tax office
• Increased workload January–April
• Occasional lifting of up to 20 lbs. (files, boxes of paper, office supplies)

The rate of pay is $21.50 per hour. Paid vacation and holidays, 401K plan available.