Job Description
Gerald Reiss CPA — Front Desk Coordinator
Westfield, NJ 07090 | Full-Time | On-Site
About Us
Gerald Reiss CPA is a trusted accounting and wealth management firm serving clients in the Westfield, NJ area. We take pride in delivering personalized, high-quality service and are looking for the right person to help us continue that tradition.
About the Role
We are looking for a detail-oriented, client-focused Front Desk Coordinator to be the heartbeat of our front office. This is a key role — you are often the first person our clients hear from and the glue that keeps our tax and wealth management teams running smoothly, especially during our busiest seasons.
Responsibilities
• Answer and route incoming calls
• Monitor and respond to incoming emails
• Greet and assist clients
• Process and scan incoming tax documents
• File documents into correct client folders
• Send and ...