About Us:

Trader Orton and Spangler, PLLC is a Bountiful, Utah–based CPA firm serving clients nationwide with tax, accounting, and advisory services. Backed by over 95 years of combined partner experience, our team works closely with closely held and growing businesses, delivering strategic tax planning and compliance work. We foster a collaborative, professional environment where accountants build deep client relationships, expand their expertise, and make a meaningful impact.

About the Role

We’re looking for a part-time Receptionist to join our small, team-oriented tax firm, offering a consistent weekly schedule and some flexibility. Typical hours are Wednesday 1:00 PM – 5:00 PM and Thursday – Friday 9:00 AM–5:00 PM (with some flexibility as needed). This role is ideal for someone who enjoys variety and being the face of the office. You’ll support day-to-day operations by managing the front desk, organizing tax documents, assisting with e-filing and billing, and preparing client deliverables. You’ll play a key role in keeping the office running smoothly while providing a professional and welcoming experience for clients.

Schedule

• Wednesday: 1:00 PM – 5:00 PM

• Thursday – Friday: 9:00 AM – 5:00 PM (some flexibility within reason)

Key Responsibilities

• Greet clients and manage front desk operations, including answering phones and directing inquiries

• Scan and organize taxpayer documents into internal systems with a high level of accuracy

• Electronically file (e-file) tax returns in accordance with firm procedures

• Prepare, issue, and process client invoices and billing documentation

• Collect and record payments (cash, checks, and other forms) while maintaining proper documentation

• Assemble and prepare completed tax returns (both digital and paper copies) for client delivery

• Coordinate client pickups and ensure timely distribution of returns and related documents

• Maintain organized records and support administrative tasks across the office as needed

Required Skills & Qualifications:

• 1+ year of receptionist or administrative experience preferred

• Strong attention to detail and organizational skills

• Comfortable with basic billing, payments, and office software

• Professional communication and client service skills

• Ability to multitask and maintain confidentiality