Description We are seeking a skilled Receptionist to join our team in the accounting industry located in San Jose, California. This role offers a short term contract employment opportunity where you will be crucial in managing administrative tasks and providing support to our staff personnel and partners.

Responsibilities:

• Ensure efficient processing of customer credit applications.

• Maintain a high level of accuracy in customer credit records.

• Resolve customer inquiries promptly and with a detail-oriented attitude.

• Monitor customer accounts closely and take necessary action when needed.

• Manage incoming calls on a multi-line phone system, and assist visitors with a detail-oriented and courteous attitude.

• Keep track of scheduling client appointments as required.

• Handle check and credit card payments over the phone.

• Assist in preparing written client correspondence as requested.

• Oversee the assembly and review of final tax returns and financial statement packages before delivery to clients.

• Take responsibility for in-taking tax documents and setting up new clients following firm protocol.

• Organize, scan, and file client documents as per firm protocol.

• Take charge of maintaining the detail-oriented appearance of office common areas.

• Order office supplies as necessary.

• Perform any other duties as assigned. Requirements • Proficiency in QuickBooks is necessary for managing financial records and transactions.

• Previous experience in Administrative Assistance is required for effective office management.

• Knowledge of Lacerte Tax Software is a must for handling tax-related tasks.

• Familiarity with Sage Accounting Software is required for efficient accounting operations.

• Experience with Peachtree Accounting Software is needed for comprehensive financial management.

• Ability to prepare Individual Tax Returns is essential during the tax season.

• Experience in managing Receptionist Duties such as attending to visitors and handling inquiries.

• Excellent Email Communications skills are necessary for detail-oriented correspondence.

• Proficiency in Scheduling appointments, meetings, and events is vital for smooth office operations. TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .