Berndt CPA LLC · 2 days ago
Receptionist – Professional Services
34 Schroeder Court ste 200, Madison, WI 53711, USA
Full-time
Onsite
New Grad, Entry LevelBerndt CPA LLC is a recognized small business in Wisconsin known for its supportive and collaborative work environment. The Office Administrator role is crucial in managing daily operations, supporting client interactions, and enhancing internal workflows across departments.
AccountingConsultingFinancial Services
Responsibilities
Serve as the first point of contact for clients-both in person and over the phone
Provide a warm, professional client experience and assist with intake documents and general inquiries
Manage incoming/outgoing mail, deliveries, and secure document handling for tax and payroll clients
Support accountants, partners, and payroll specialists with daily administrative needs
Assist with client onboarding for both tax and payroll services
Maintain organized electronic filing systems using SharePoint and Microsoft 365
Assist with tax season operations, including assembling tax returns, coordinating e-signatures, and tracking client deliverables
Support Stelios Payroll with administrative tasks such as collecting client information, maintaining records, and assisting with payroll-related documentation
Coordinate workflows between tax, payroll, accounting, and admin teams to keep projects moving and reduce bottlenecks
Monitor task queues and deadlines, flagging issues early, and keeping team members accountable to timelines
Assist leadership in maintaining smooth office operations through proactive problem-solving
Identify opportunities to streamline administrative processes and help implement efficiency improvements
Serve as an internal resource for office technology tools-helping troubleshoot or guide team members on basic system usage
Support documentation and ongoing development of internal procedures, checklists, and workflows as the firm grows
Qualification
Required
Experience working in a professional services office (CPA firm, law firm, consulting, financial services, or similar)
Strong proficiency in SharePoint, Microsoft 365, and technology-driven office tools
Excellent written and verbal communication skills
Strong organizational skills and reliability in managing multiple tasks and deadlines
High attention to detail with a client-centered mindset
Professional, friendly demeanor that supports a positive team culture
Preferred
Ability to anticipate needs and proactively solve problems without waiting for instruction
Strong aptitude for learning new software quickly and helping others adopt new tools
Experience supporting workflow-heavy environments with multiple departments
Prior experience in a CPA or payroll service setting
Benefits
Comprehensive benefits package (health, dental, vision, 401k match)
Company
Berndt CPA LLC
At Berndt CPA LLC, we believe entrepreneurs are the driving force behind innovation, job creation, and community growth.
Founded in 2010
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alicia Greer, CPA
COO
Jay Mouille, CPA
Partner
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