Receptionist-WH

JOB DESCRIPTION

Job Title:	Receptionist	Division/Department	Administration
FLSA Status:	Non-Exempt	Reports to:	Office Manager
Location:	La Jolla/Woodland Hills/Beverly Hills	Last Revision Date:	05-11-23

Duffy Kruspodin is looking for an experienced receptionist who is efficient and comfortable being a member of the team.

This role is vitally important to the success of day-to-day operations since it often provides a caller or visitor with their first impression of the firm. The reception desk is our firm’s most visible and busiest place, where special attention is paid to every client, potential client and the highest quality service provided to all employees.

This position is for our Woodland Hills office.

Why Work Here?

Duffy Kruspodin, LLP (DK) has been providing quality, personalized financial guidance to local individuals and businesses since 1990 and has recently been selected by Accounting Today as one of the Top Firms in the West and a Firm to Watch for 2023. DK was one of only two firms in California to be acknowledged as a Firm to Watch.

The firm has been chosen as a Top 100 Best Accounting Firms to Work for by Accounting Today and we are committed to providing an enriching work environment. Our award-winning culture starts with our incredible team. We give our staff room to grow and the freedom to succeed on their terms, and in turn, they develop self-discipline and leadership skills that help our clients achieve their goals.

We value our employees’ well-being and want each and every team member to thrive both inside and outside of work. That is why we offer personal development programs and employment appreciation events to make sure employees feel respected, included, and appreciated. Being part of the Duffy Kruspodin team is more than just work, it is about freedom, balance, and feeling accomplished. Eligible associates receive a benefits package that includes:

• A competitive salary
• Full coverage benefits, including medical, dental, and vision
• Life insurance
• A 401k benefit plan
• 4-5 weeks accrued paid time off per year
• Training and leadership programs
• Health and wellness programs

What Will You Be Doing?

This position provides general office support with a variety of clerical activities and related tasks. The receptionist will be responsible for answering incoming calls, directing calls to appropriate associates, mail distribution, flow of correspondence, requisition of supplies as well as additional clerical duties.

If you would like to work in administration and you approach new tasks and challenges with a smile, the role of DK Receptionist is the ideal job for you. 

What Is Required?

To perform this job successfully, the candidate must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must be able to work a flexible schedule which includes 55+ hours a week during tax season.

KEY COMPETENCIES:

• Answer a pooled multi-line telephone system, screen and direct calls, take and relay messages
• Assist with Collections and following up with clients on outstanding invoices
• Greeting and assisting clients upon entering office suite
• Receiving and appropriately distributing all faxes received by the office
• Prepare postage for all outgoing mail including but not limited to invoices, certified mail, overnight deliveries, packages and day-to-day mailings
• Logging and confirming delivery of all certified mail and overnight deliveries, as well as taking all required mailings to post office
• Ordering lunches for meetings and dinners during tax season
• Maintain and monitor office check-in sheet
• Taking Minutes for Admin meetings as needed
• Managing intake of client documents, including scanning, and filing as needed
• Sending out client organizers and engagement letters
• Copying client information for tax returns and other purposes
• Assembling tax returns
• Maintaining Kitchen and general office cleanliness
• Creating files and entering information for new clients
• Editing PDFs of client information and tax returns to be sent to clients pending partner approval
• Supporting professional and administrative staff with miscellaneous projects

KNOWLEDGE AND SKILLS REQUIREMENTS:

• Familiar with Accounting related software and knowledge of CCH Axcess would be a plus
• Working knowledge of Microsoft Office Suite

The compensation for this opportunity is $17-22/hour depending on experience.