Front Desk Coordinator

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 ...