Do you have a warm telephone manner, an organized approach, and a knack for following through? Our boutique tax preparation and tax resolution practice is seeking a dependable, personable Client Services Assistant. You will help clients feel welcomed and informed while keeping appointments, communications, and document requests moving forward. Your responsibilities Answer telephone calls, take accurate messages, and direct questions to the appropriate team member. Welcome clients and schedule or confirm appointments. Explain administrative next steps using established office procedures. Follow up courteously on missing documents, signatures, and other requested information. Maintain clear records of client communications and outstanding requests. Keep the tax professionals informed of client concerns and items needing attention. Handle sensitive personal and financial information with discretion. What will help you succeed Clear, professional communication by telephone, email, and in person. Patience and empathy when helping clients who may be anxious about tax matters. Strong organization, reliable attendance, and consistent follow-through. Comfort using email, electronic calendars, PDFs, and office software. Good judgment about when to answer an administrative question and when to refer it to a tax professional Preferred experience Prior customer service or administrative experience is preferred, particularly in a tax, accounting, legal, financial, or other professional office. This is an administrative support position; providing tax advice is not part of the role.

Pay:

$18.00 - $25.00 per hour Expected hours: 25.0 - 40.0 per week

Benefits:

Flexible schedule Application Question(s): How would you follow up with a client who has not provided requested documents while keeping the conversation courteous and productive?

Work Location:

In person