Receptionist, Administrative​/Clerical

Company Overview

For over 40 years, we have delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named 2026 Best Places to Work! We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. We are also committed to our community, partnering with many charitable organizations, especially in the past two years with our chosen charity, Kinetic Kids.

In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come. If you are a CPA who shares our values and is looking for a dynamic and exciting firm to call home, look no further than ATKG!

We need bright, motivated, and energetic people to help us continue to grow. We are currently looking for a Receptionist to join our Laredo office who will exemplify our core values.

• Positivity:
  Look for good in all situations and people.
• Team:
  We make each other better. We’re humble, hungry, and smart.
• Open:
  Foster trust, respect, and understanding through thoughtful communication.
• Insightful:
  Look beyond what’s ordinary and find the extraordinary.
• Caring:
  We take an active interest in our team and clients.

• Greet clients and visitors in a professional, positive, and helpful attitude.
• Answer phones in a professional manner and route calls as necessary.
• Assist with a variety of administrative tasks including copying, scanning, and taking notes.
• Responsible for conference room/kitchen management as well as ensuring common areas are ready for use.
• Sort and distribute mail.
• Ensure reception area is tidy and presentable with all necessary stationery.
• Schedule appointments and meetings.
• Manage intake, organization and follow up on information needed from clients.
• Respond and process client and/or bank requests for information such as providing copies of tax returns and K-1s.
• Coordinate the sending and return of Electronic Return Authorizations, including uploading of tax returns.
• Coordinate transmission of deliverables to client.
• Send client 1040ES vouchers as required.
• Engagement binder roll‑forwards.
• File client information in appropriate binder.
• Coordinate client authorizations to release information to third parties.
• Follow up on engagement letters.
• Assist with special projects.
• Other duties as assigned.

• High school diploma or equivalent. Associate’s degree or business college classwork preferred.
• 3-5 years administrative or front desk experience preferred.
• Extremely proficient with Microsoft Office Suite or related software with the ability to learn new or updated software, specifically Microsoft Excel.
• Experience in a professional services environment a plus.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent time management skills, organizational skills, and attention to detail.
• Strong ability to balance multiple priorities and complete assignments within time constraints.
• Ability to act with integrity, professionalism, and confidentiality.

• Benefits (Vision, Dental, Medical)
• Hybrid opportunities available or 100% remote work depending on location
• A generous PTO package
• 401k matching
• Fun company sponsored activities and events
• Career & growth opportunities for interested team members