Receptionist Job at Kassouf & Co. in Birmingham

Firm Overview:

Founded in 1931, Kassouf is a CPA, advisory and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, and Orange Beach, Kassouf currently has more than 100 team members.

We understand that any goal is achieved based on the effectiveness of the team. That’s why team development, leadership, and personal effectiveness are cornerstones of our vision. By promoting a culture that fosters self-improvement, upward mobility, and continued education, we commit to strive for excellence every day. Our highly-trained team is prepared to help clients with any obstacles they may face.

We’re honored to receive recognition as one of the top firms in the nation, a Best of the Best CPA firm and one of the best firms in the nation for women. Though these honors are prestigious, they are side effects of our chief goal: client success. When our clients win, we win. This has been our driving force for over 90 years, and it will continue to be for the next 90.

Summary and Description of Position:

The Receptionist is a critical member of the support staff and provides customer service and organized administrative support as needed to the staff in a professional and timely manner. The position reports directly to the Assistant Firm Administrator.

Tasks and Responsibilities:

1. Welcome guests and visitors.
2. Answer and manage incoming calls.
3. Filter, process and distribute incoming mail and communications.
4. Log and distribute faxes.
5. Handle requests, feedback and queries quickly and professionally.

Other duties may include:

1. Prepare, proof and edit correspondence, communications, presentations and other documents.
2. Assemble, copy, and scan documents including tax returns, financial statements, payroll tax returns and other documents.
3. Utilize tools such as e-sign software to manage the process of annual Engagement Letters for clients.
4. Assist in printing and distribution of monthly invoices and statements.
5. Assist in posting of payments to client accounts.
6. Prepare mailings requiring mail merge for large distributions.
7. Store and retrieve documents and materials.
8. Manage supplies for administrative department.
9. Assemble certified and overnight mail when needed.
10. Other duties and assignments, as needed.

Requirements:

1. 3-5 years of Receptionist experience required.
2. Organizational and planning skills.
3. Communication skills.
4. Experience using Microsoft office suite of products.
5. Information gathering and monitoring skills.
6. Problem analysis and problem-solving skills.
7. Judgment and decision-making ability.
8. Initiative.
9. Ability to work in team environment.
10. Confidentiality.
11. Attention to detail and accuracy.
12. Adaptability.

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