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 track DocuSign requests
• Track outstanding client items
• Manage mail and packages
• Update Lacerte and client statuses
• Schedule appointments
• Flag urgent issues and assist with overflow organization
• Answer basic tax questions and direct clients appropriately
What We're Looking For
• Highly organized and detail-oriented
• Strong communication skills, both written and verbal
• Client-friendly with a professional demeanor
• Comfortable working with tax software (Lacerte experience a plus)
• Calm under deadline pressure, especially during tax season
• Proactive and able to manage multiple tasks independently
How to Apply
Apply directly via this LinkedIn job post.
We'd love to hear from organized, people-first candidates ready to grow with our team.
