Metzler Locricchio Serra & Company, P.C.

Metzler Locricchio Serra & Company, P.C. We service a broad range of clients from individuals to very large, closely-held companies. We believe in a "hands on" approach with our clients.

What makes us different from other CPA firms is our commitment and service to our clients.

06/01/2026

We’re hiring!

Reception Administrator
On-site - Full-time

Company Description

Metzler Locricchio Serra & Co., P.C., established in 1983, is a full-service CPA firm located in Troy, Michigan. The firm specializes in providing high-quality tax, financial, and consulting services to individuals, businesses, and non-profit organizations. Key offerings include tax preparation and planning, financial statement preparation, business valuations, estate planning, and forensic accounting. With decades of experience, the firm is committed to delivering excellent professional services tailored to clients' varied needs.

Role Description

This is a full-time, on-site role based in Troy, Michigan for a Reception Administrator. The Reception Administrator will be the first point of contact for clients and visitors and will handle a variety of administrative tasks. Daily responsibilities include managing phone calls, incoming and outgoing mail, secure tax document drop-off and pick-up, Tax work high volume, fast-paced environment for tax season, assembling tax returns, and supporting staff with administrative assistance. The role involves a professional demeanor and the ability to ensure smooth daily operations of the office.

Qualifications

• Excellent verbal and written communication skills with a professional, polite and courteous telephone manner.
• Previous experience in a reception or administrative role in the accounting profession is preferred.
• Professional appearance and front desk focused attitude.
• Strong Interpersonal skills and multitasking abilities.
• Exceptional organizational skills with strong attention to detail and accuracy when assembling tax returns.
• Ability to provide professional and courteous support to clients and team members.
• High school diploma required; an associate in General Business or Bachelor's degree in Business Administration is considered an asset.
• Proficiency in using Microsoft Office Suite, including Outlook, Word and Excel.
• Must be able to work effectively in a fast-paced CPA firm environment, particularly during the busy tax season.

Requirements

• Two + years of receptionist and administration duties experience.
• Position is up for immediate start date.
• High school diploma required; Associates in General Business or Bachelors in Business Administration is an asset.
• Experience working in an accounting, tax or professional office.

What we offer:
• Competitive salary
• Benefits package
• Sick/Vacation Pay

Email resumes to Rosann Palazzolo at [email protected]

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Memorial Day isn’t just about enjoying the sunshine and BBQ; it’s a time to honor the Stars and Stripes and salute those who made the ultimate sacrifice. Let’s remember the brave souls who gave their lives for our freedom. May their legacy inspire us to let freedom fly forever. 🇺🇸❤️

🌷 Happy Mother’s Day to all the Incredible Moms!🌷Today, we celebrate the strength, love, and unwavering dedication of mo...
05/10/2026

🌷 Happy Mother’s Day to all the Incredible Moms!🌷

Today, we celebrate the strength, love, and unwavering dedication of mothers everywhere. Your nurturing spirit and tireless efforts inspire us daily, shaping not only families but also communities.

As we honor you today, we want to express our heartfelt gratitude for everything you do. Whether you’re managing a home, a career, or both, your impact is immeasurable.

Thank you for being the amazing individuals you are. May your day be filled with love, joy, and the appreciation you so richly deserve!

With warmest wishes,
MLS & Co., PC

Happy Administrative Professionals Day!Today, we proudly recognize the invaluable contributions of our administrative te...
04/23/2026

Happy Administrative Professionals Day!

Today, we proudly recognize the invaluable contributions of our administrative team. Your hard work, dedication, and meticulous attention to detail are the backbone of our tax accounting operations. From ensuring our office runs seamlessly to supporting our clients, you enhance our workplace every day.

Thank you for your tireless efforts and for being essential to our success. We truly appreciate everything you do!

Andiamo Italia at its finest! A heartfelt thank you to our incredible bosses for this treat, and to Peter and the entire...
04/11/2026

Andiamo Italia at its finest! A heartfelt thank you to our incredible bosses for this treat, and to Peter and the entire Andiamo staff for making this delicious spread for our team. Your efforts are truly appreciated!

🌷Easter Blessings from Metzler Locricchio Serra & Co., PC🌷🐇As we celebrate this joyful season, we want to extend our war...
04/05/2026

🌷Easter Blessings from Metzler Locricchio Serra & Co., PC🌷🐇

As we celebrate this joyful season, we want to extend our warmest wishes to our incredible team, their families, and our valued clients. May this Easter bring you peace, joy, and a renewed spirit. Thank you for being a vital part of our journey!

Wishing you all a wonderful Easter filled with love and happiness! 🐣

Celebrated another successful St. Patrick’s Day potluck with our incredible team! 🌟 🌈☘️We are truly grateful for the par...
03/18/2026

Celebrated another successful St. Patrick’s Day potluck with our incredible team! 🌟 🌈☘️

We are truly grateful for the participation that makes our events memorable. This year, we had a a scavenger hunt culminating in the discovery of our pot of gold cauldron, along with prizes for the best St. Patrick’s dish and the most creative dessert. A special thank you to Alex and Mackenzie for their hard work and creativity. We hope you enjoy your well-deserved lucky gifts!

Here’s to the spirit of teamwork and fun! 🍀

With the   “Where’s My Refund?” tool, you can start checking on the status of your tax refund within 24 hours of e-filin...
03/12/2026

With the “Where’s My Refund?” tool, you can start checking on the status of your tax refund within 24 hours of e-filing your return. See: www.irs.gov/refunds

03/10/2026

**Important Announcement**

We would like to inform our valued clients and professional partners that Joe Serra, along with Monica Malloy and Nick Zobel, have transitioned the sale of Joe's client base to UHY Advisors MI, Inc.

We extend our best wishes to them as they begin this new chapter in their careers and wish them continued success in their future endeavors.

Our firm remains fully committed to delivering the same high standard of service and responsiveness our clients have come to expect. Our operations continue without interruption, and our team is available to support all client needs. For any questions or assistance, please contact our office.

03/03/2026

⚖️ Understanding the Differences Between Wills and Trusts

A will must go through probate, while a trust does not. This fundamental difference significantly affects the cost, timeline, and privacy of asset transfers.

Probate Process
Probate timelines vary by state, typically ranging from six months to two years. During this period, assets cannot be transferred. Creditors may file claims, and court fees will apply. In some jurisdictions, attorney and executor fees are calculated as a percentage of the estate's value.

Advantages of a Revocable Living Trust
A revocable living trust circumvents the probate process entirely. Assets that are retitled into the trust pass directly to beneficiaries without court involvement, eliminating waiting periods, public filings, and percentage-based fees.

Importance of Funding the Trust
A common challenge is ensuring the trust is properly funded. A trust document sitting unused does not provide any benefits. It's essential that assets, such as a home, brokerage accounts, and bank accounts, are retitled in the name of the trust. Unfunded trusts are among the most frequent pitfalls in estate planning.

The Role of a Will
Even with a trust in place, a will remains important. It designates a guardian for minor children; a function that a trust cannot fulfill. Additionally, a will serves as a safety net for any assets that were not transferred into the trust.

Conclusion
For most families, a combination of both a will and a trust is necessary to ensure comprehensive estate planning. Each serves distinct purposes that work together to protect and manage your assets effectively.

Address

1800 W Big Beaver, Suite 100
Troy, MI
48084

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