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Overview

Receptionist – TreeStar Solutions, Inc.
Position Summary
TreeStar Solutions, Inc. is seeking a professional, organized, and client-focused Receptionist to support daily office operations. This role serves as the first point of contact for clients and visitors while assisting the team with administrative and operational tasks. The ideal candidate is detail-oriented, dependable, personable, and able to manage multiple priorities in a fast-paced accounting office environment.
Key Responsibilities
  • Greet clients and visitors in a professional and welcoming manner
  • Answer and direct incoming phone calls and emails
  • Schedule appointments and manage calendars for team members
  • Assist with client onboarding and collection of documents
  • Organize, scan, upload, and maintain digital and physical client files
  • Monitor and route incoming mail, packages, and electronic correspondence
  • Prepare engagement letters, intake forms, and other administrative documents
  • Follow up with clients regarding missing information or requested documents
  • Maintain office organization, supplies, and front desk operations
  • Assist with data entry and updating client records in internal systems
  • Coordinate with bookkeeping, payroll, and tax departments to ensure smooth workflow
  • Help manage task lists, deadlines, and internal communications
  • Support special projects and other administrative duties as assigned
Preferred Qualifications
  • Strong communication and customer service skills
  • Excellent organizational and multitasking abilities
  • Attention to detail and ability to maintain confidentiality
  • Proficiency in Microsoft Office such as; Outlook, Word & Excel
  • Experience with QuickBooks, tax software, or accounting office procedures is a plus
  • Ability to work independently and collaboratively with a team
  • Professional demeanor and positive attitude
Work Environment
  • Fast-paced accounting and advisory office
  • Client-focused and team-oriented environment
  • Opportunity for growth and increased responsibilities over time
About TreeStar Solutions, Inc.
TreeStar Solutions, Inc. provides tax, bookkeeping, payroll, and advisory services to individuals and businesses throughout California and  other states. We are committed to delivering accurate, efficient, and high-quality service while building long-term relationships with our clients.

Minimum Education and Experience

Minimum Months of Experience: 12
Education Required: None
Minimum Hourly Wage: 16.90
Maximum Hourly Wage: 18.00

About TreeStar Solutions, Inc.

TreeStar Solutions, Inc. provides tax, bookkeeping, payroll, and advisory services to individuals and businesses throughout California and  other states. We are committed to delivering accurate, efficient, and high-quality service while building long-term relationships with our clients.