Tax Season Receptionist/Assistant

We are seeking a highly organized, diligent, and customer-focused Tax Season Receptionist/Assistant to join our team during the busy tax season. The ideal candidate will play a crucial role in ensuring smooth office operations by handling front-line client interactions, administrative tasks, and supporting the tax team with various office duties.

Key Responsibilities:

• Client Interaction:
• Greet clients in a professional and friendly manner as they arrive at the office.
• Answer incoming phone calls, respond to client inquiries, and direct calls to the appropriate team members.
• Schedule client appointments and manage calendar bookings for tax professionals.
• Administrative Support:
• Assist with sending and tracking DocuSign forms to clients for signatures.
• Assemble tax returns.
• Organize and file client documents in a timely manner, ensuring compliance and confidentiality.
• Meter outgoing mail and handle mail-related tasks, ensuring timely delivery of documents.
• Perform general office administrative tasks such as copying, scanning, and organizing office materials.

Qualifications:

• Previous experience in a receptionist or administrative support role, preferably in a professional or tax-related environment.
• Strong communication skills (both written and verbal) with the ability to interact effectively with clients and staff.
• Proficient in Microsoft Office (Word, Excel, Outlook) and familiarity with DocuSign or similar electronic signature software.
• Detail-oriented, diligent, and capable of handling sensitive information with discretion.
• Ability to maintain a positive, professional demeanor in a fast-paced environment.

Preferred:

• Prior experience in a tax office or similar setting.
• Basic knowledge of tax-related terminology and procedures is a plus.

Job Types: Full-time, Part-time

Pay: $16.90 per hour

Expected hours: 20.0 – 40.0 per week

Work Location: In person