Receptionist

About the role

ATKG has been delivering exceptional Tax, Accounting, Assurance, and Advisory services since 1983, earning recognition as one of the Best Places to Work in 2026. We are committed to our clients, employees, and the community, with a focus on Kinetic Kids over the past two years and a strategic partnership with Ascend.

Responsibilities

• Greet clients and visitors professionally, positively, and helpfully.
• Answer phones professionally and route calls as necessary.
• Afford administrative tasks such as copying, scanning, and taking notes.
• Manage conference rooms and kitchens, and ensure common areas are ready for use.
• Ensure the reception area is tidy and presentable with necessary stationery.
• Schedule appointments and meetings.
• Manage intake, organization, and follow-up on client information.
• Process client and/or bank requests for information, such as providing copies of tax returns and K-1's.
• Coordinate the transmission of Electronic Return Authorizations, including uploading of tax returns.
• Coordinate the sending and return of deliverables to clients.
• Sends client 1040ES vouchers as required.
• Assist with engagement binder roll-forwards.
• File client information in appropriate binders.
• Coordinate client authorizations to release information to third parties.
• Follow up on engagement letters.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent.
• Associates 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.