*** PLEASE NOTE - THIS IS A SEASONAL POSITION WITH AROUND 40 HOURS PER WEEK, ENDING APRIL 15, 2025 ***

Our receptionists are a key part of our front office team, helping clients and providing support services for our accounting staff in a variety of functions. You will provide clerical and administrative services to our team, and your organizational skills will help complete assigned tasks efficiently, with an attention to detail to ensure our work is of the highest quality. The ability to multi-task, prioritize, and manage stress during the busier tax deadline months are essential for this position. 

Who we are: 

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 28 offices in 11 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. 

What you will do: 

• Answer and direct incoming calls and emails. Greet clients in a professional and personable manner. 
• Organize, scan, file and send documents to project software and web portals. 
• Assemble Tax Returns 
• Easily learn and adapt to new technology and multiple systems. 
• Create and track projects within computer systems, organize physical information for staff. 
• Perform data entry assignments into a variety of software systems. 
• Execute detailed procedures for each step of our projects and processes. 
• Position requires attention to detail and analytical skills, flexible and positive attitude. 
• Office and customer service experience required. 

What we look for: 

• Professional office experience 1 yr +, proficient with Microsoft Office suite. 
• Attention to detail and ability to multi-task 
• Excellent verbal and written communication skills 
• Independent worker and learner, willingness to take on new tasks 
• Ability to self-manage projects, proactive problem solving, analytical skills 
• Ability to learn, understand and utilize new technology systems quickly