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Ascension CPA Careers


Ascension CPA is an Oklahoma City-based CPA firm specializing in tax return preparation, payroll, business planning & full service CPA solutions.

 

 

Join the Ascension CPA Team!


Benefits and Perks of Employment include:

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4-Day Work Week
(Outside of Tax Season)

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401(k)

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Family-Oriented

 

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Health Insurance

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PTO

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Life Insurance Policy

 

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Up to 8 Paid Hours to Volunteer Each Month

 

 

Current Openings

Receptionist

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    REPORTS TO: Marketing Administrator & Office Manager

    EMPLOYMENT STATUS: Regular, Full-Time, Non-Exempt

    PAY SCALE: $10.00 - $15.00 per hour

    REQUIRED CPE: 10 Hours per Year

     

    Summary

     

    As a Receptionist with Ascension CPA, PLLC, you are responsible for providing support services to clients and staff of the firm. This will include all areas of clerical, tax return intake, general office duties, answering incoming phone calls, and scheduling appointments. Important aspects of this are maintaining high standards of professional work and relationships with clients and staff. 

     

    Expectations

     

    • Be professional in appearance, in communication, and work quality.
    • Be organized and timely with matters that have deadlines.
    • Adhere to professional practice standards and federal & state laws.
    • Be respectful of Ascension CPA’s property.
    • Represent Ascension CPA in a positive, professional manner.
    • Communicate effectively with clients and staff.
    • Work independently as well as cooperatively.

     

    Essential Job Functions

     

    • Welcomes visitors to the office, assists them in making appointments, assures their comfort and directs them to the proper staff or service; maintains a calendar of staff location and appointments as needed (to include verifying appointments).
    • Answers telephones; screens calls, forwards calls and /or records and forwards messages accurately.
    • Processes all outgoing documents via mail, portal, email, disc, etc. Includes preparing and processing certified mail and tax returns.
    • Types forms, form letters and other documents as required at acceptable levels of speed and accuracy; collates, scans and photocopies materials as necessary; maintains supply of forms and charts as needed.
    • Maintains necessary files; sorts, files and retrieves documents and records as necessary.
    • Accept and process client payments via credit card and check.
    • Maintains client and firm confidentiality in conformance with agency confidentiality policy and State laws and regulations.
    • Other duties as assigned.

     

    Education, Experience, and Skills Required

     

    • Ability to establish and maintain a positive and professional relationship with co-workers, clients and visitors; cultural sensitivity and ability to relate well and effectively in a diverse workplace and with a diverse client population.
    • Typing ability at required speed and accuracy.
    • Considerable knowledge of business English, spelling and punctuation, office practices and procedures.
    • Ability to organize, efficiently document and routinely update information
    • Ability to use office equipment, including a computer, copier, calculator, multi-line phone, and fax.
    • Ability to operate and troubleshoot general office equipment (e.g., copier, fax, calculator, etc.)
    • Flexibility in responding courteously to immediate needs of visitors and callers; ability to establish priorities and maintain productivity despite numerous interruptions.

Apply Now

About Ascension CPA

 

Ascension CPA and Consultants is a full-service CPA firm located in Oklahoma City. Founded by Jamie Ward, CPA, and Cassidi Heltcel, CPA. Together, we bring our decades of accounting and banking experience to help businesses succeed. At Ascension, we work to ensure that our clients can focus on what they’re passionate about rather than worrying about their accounting issues.

 

We strive to develop a relationship with each client that goes beyond simply preparing their tax return once each year. We feel it’s important to maintain an ongoing discussion throughout the year about to not just maintain, but improve the finances of the business. Consulting with clients and providing them the information that will not just help prepare them for their tax returns, but improve their day-to-day operations.

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