Receptionist

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

We are seeking a professional, dedicated full-time Receptionist to serve as the first point of contact for clients and visitors in our New York City office.

Overview

This role supports front-desk operations, client communication, and administrative needs across the firm. The ideal candidate is professional, organized, and comfortable working in a fast-paced public accounting environment.

Key Responsibilities

These responsibilities are required but not limited to:

• Front Desk & Phones — Greet visitors, manage check-ins, answer and route calls.
• Client Support — Assist with document drop-offs and direct general inquiries.
• Scheduling — Manage conference room calendars and meeting setup. Register visitors with building security; submit service requests to building maintenance as needed; activate card keys.
• Mail & Documents — Process incoming/outgoing mail, scanning, and courier coordination, when needed.
• Admin Support — Maintain a log of assigned lockers and desk equipment (keyboard and mouse); replenish pantry supplies and restock snacks in the fridge on the 15th and 16th floors.
• Supplies & Vendors — Monitor inventory and place on-line orders with vendors such as WB Mason; order weekly milk and yogurts via Instacart.
• Meeting Meals — Order breakfast and lunch for designated internal and client meetings, ensuring timely delivery and appropriate setup.
• Tax Season Assistance — Support increased client traffic and extended hours January–April.
• Events & Onboarding — Help with office events, and new-hire setup.

Qualifications

• Strong communication and client-service skills
• Organized and detail-oriented
• Tech-savvy with Microsoft Office and office equipment
• Ability to maintain confidentiality
• Experience in a CPA or professional services firm preferred

Comprehensive Benefits Package Includes:

• Top Tier Health, Dental, & Vision Plans


• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)


• Medical and Dependent Care


• Life and Voluntary Life Insurance


• Short and Long -Term Disability Insurance


• 401k plan with matching contribution


• Defined Contribution Plan (profit sharing)


• Customized Work Arrangements


• Floating Holidays and Volunteer PTO


• Unlimited PTO for Managers and Above


• Referral Bonus Program


• Tuition Reimbursement for Advanced Degree


• Healthy Living Reimbursement Program


• Health & Wellness App Subscription


• CPA & EA reimbursement for study materials and exam


• AICPA and CPA State Society membership reimbursement for Managers and above


• OnDemand access to industry leading CPE courses


• Summer Fridays at 1pm
  
  

Please note: Applicants must have full‑time U.S. work authorization and not require sponsorship now or in the future.

SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.