Key Responsibilities:

Welcome clients and create a friendly, professional first impression
Answer incoming phone calls and assist clients with questions regarding appointments and tax document requirements
Schedule and confirm appointments for tax preparation services
Collect, organize, and track client tax documents
Assist clients with intake forms and office procedures
Maintain accurate client records and update information in our software systems
Process incoming mail, emails, and office correspondence
Support tax preparers and administrative staff with daily office tasks
Maintain a clean, organized, and professional reception area

Qualifications:

Previous receptionist, administrative, or customer service experience preferred
Strong communication and interpersonal skills
Excellent organizational and multitasking abilities
Proficiency with computers, Microsoft Office, and office technology
Ability to handle confidential financial information with discretion
Professional appearance and positive attitude
Experience in a tax, accounting, legal, banking, or financial services office is a plus

What We Offer:

Full-time, year-round employment
Competitive compensation based on experience
Stable work environment with opportunities for growth
The opportunity to make a meaningful impact by helping clients navigate their tax and financial needs If you are professional, dependable, and enjoy providing exceptional customer service, we encourage you to apply.

Please submit your resume and employment history for consideration.

Work Location:

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