Receptionist / Office Administrator

Stockton, CA, USA|

Job Overview

Compensation

Hourly

Range $24.00 - $32.00

Benefits

Health Insurance

Dental Insurance

Retirement contributions

Paid Time Off

Professional Development

flexible schedule

career growth

Job Description

Bowman & Company, LLP is a nationally recognized accounting firm known for its commitment to excellence and client service. As a top 50 Best of the Best Accounting Firm by Inside Public Accounting and a celebrated Best Place to Work by Accounting Today, Bowman & Company serves a diverse clientele including family-owned businesses, real estate owners, high-net-worth individuals, farmers and wineries, construction contractors, affordable housing organizations, and nonprofit organizations primarily throughout California. With a strong community focus, especially in the Stockton area, the firm prides itself on fostering a culture of teamwork, professional growth, and long-term success, making it an ideal workplace for those passionate about delivering exceptional client service and advancing their careers in a supportive environment.

The Receptionist / Office Administrator role at Bowman & Company, LLP is essential in creating the firm's professional and welcoming first impression. This position serves as the initial point of contact for clients, visitors, vendors, and callers, ensuring they receive courteous and responsive service. Beyond front office duties, the role supports a variety of administrative and accounting-related functions critical to the smooth operation of the firm. Responsibilities include managing incoming communications and mail, coordinating conference room schedules, assisting with client documentation, preparing professional correspondence, and supporting tax and financial processes. This role demands excellent organizational skills, strong customer service orientation, and a keen attention to detail. The Receptionist / Office Administrator must be comfortable working independently and collaboratively, maintaining confidentiality, and adapting to changing priorities in a fast-paced, professional environment.

This is a full-time position offering a competitive hourly wage ranging from $24 to $32 depending on experience and qualifications. The role also provides opportunities for professional development and participation in a family-friendly culture that encourages flexibility and career growth. The ideal candidate will have at least two years of relevant experience, preferably in a CPA or professional services firm, and possess strong skills in Microsoft Office and Adobe Acrobat. Familiarity with industry-specific software such as GoFileRoom, Practice CS, and ProSystem fx Tax is highly advantageous. Bowman & Company values dedicated team members who are motivated to contribute to the firm's legacy of excellence and client satisfaction.

Job Requirements

Minimum of two years of experience as a receptionist, administrative assistant, or office administrator
experience in a CPA or professional services firm preferred
excellent customer service and interpersonal communication skills
professional telephone etiquette and experience operating multi-line phone systems
strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
excellent grammar, spelling, proofreading, and business writing skills
ability to type at least 50 words per minute
strong organizational skills with the ability to prioritize multiple tasks and meet deadlines
high degree of accuracy and attention to detail
comfortable working with numbers and verifying calculations
ability to maintain confidential client information
ability to work independently while contributing effectively as part of a team
experience with GoFileRoom, Practice CS, and ProSystem fx Tax preferred
ability to communicate professionally with clients, vendors, staff, and partners
ability to adapt to changing priorities in a fast-paced professional environment
willingness to work additional hours during busy tax season when needed

Job Qualifications

Minimum of two years of experience as a Receptionist, Administrative Assistant, or Office Administrator
experience in a CPA or professional services firm preferred
excellent customer service and interpersonal communication skills
professional telephone etiquette and experience operating multi-line phone systems
strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
excellent grammar, spelling, proofreading, and business writing skills
ability to type at least 50 words per minute
strong organizational skills with the ability to prioritize multiple tasks and meet deadlines
high degree of accuracy and attention to detail
comfortable working with numbers and verifying calculations
ability to maintain confidential client information
ability to work independently while contributing effectively as part of a team
experience with GoFileRoom, Practice CS, and ProSystem fx Tax preferred
ability to communicate professionally with clients, vendors, staff, and Partners
ability to adapt to changing priorities in a fast-paced professional environment
willingness to work additional hours during busy tax season when needed

Job Duties

Serve as the first point of contact for clients, vendors, and visitors by providing professional, courteous, and responsive customer service
answer, screen, and direct incoming telephone calls
greet clients and visitors and notify staff of their arrival
maintain a clean, organized, and professional reception area and conference rooms
manage conference room reservations and scheduling
open and close the office following established daily procedures
receive, sort, distribute, and process incoming and outgoing mail, packages, certified mail, overnight deliveries, and courier services
coordinate visitor sign-in procedures and maintain front office security protocols
monitor office supplies for reception and common areas and coordinate replenishment as needed
assist with office hospitality including beverage service and conference room preparation for client meetings
prepare engagement letters and client correspondence
assist Office Admin Staff with filing tax extensions and tax estimate vouchers
prepare, edit, format, proofread, and distribute professional documents using Microsoft Word, Excel, and Adobe Acrobat
assist Office Administrators with financial statements preparation
scan, copy, file, and electronically organize client documents
assemble tax returns, financial statements, and presentation materials for client delivery
maintain accurate client records within the Firm's practice management systems
support year-end organizer and engagement letter distribution
assist with GoFileRoom workflow management, including engagement letters, extensions, tax returns, and related processes
assist with ProSystem fx Tax processing for federal and state tax filings
provide backup support for bank deposits, monthly billing statements and Accounts Payable functions
perform other administrative duties and special projects as assigned
coordinate office communications between departments
assist with meeting preparation and administrative support for internal events
maintain office forms, templates, and administrative procedures
help identify opportunities to improve office processes and efficiencies
maintain confidentiality of client and Firm information at all times