Job Details

Tax Season Receptionist/Clerical Assist

  2020-01-21     TaxPro     2635 Forest Ave, Suite 100  
Description:

TAXPRO/Jeff Ross Financial is seeking a flexible, experienced individual to join our team and provide reception/clerical support in a fast-paced office.  The incumbent must be client-focused, have outstanding customer service skills, written and verbal communication skills, be technological proficiency, and have the ability to multi-task.  The position is seasonal, full-time through the end of tax season.   To apply, please submit a cover letter and resume, including at least two references, to jill@chicotaxpro.com

Job Description Summary

Responsible for variety of clerical and reception duties such as answering phones and directing calls or taking messages, greeting and assisting clients in person and via phone, collating and distributing tax returns, collecting payments, maintaining files, as well as other clerical duties as assigned.  As crucial components of the position, the applicant must have the ability to demonstrate excellent attention to detail, have experience interpreting and following detailed procedures, and be able to complete tasks timely and accurately.

Key Functions

  • Collating and distributing tax returns, collecting payments, scanning tax documents to document management system for each client, maintaining files, and assisting with a variety of tax-season processes.
  • Answers telephones and directs calls to the appropriate staff member or takes messages.  Provides callers with information such as business address, phone and fax numbers, directions to the office, and other office-related details.
  • Greets clients and visitors and provides assistance or refers to another staff member.
  • Contacts clients with appointment reminders and relays other information, on behalf of the office, as needed – carefully noting date/time/details of those calls.
  • Picks up mail and delivers to office manager.
  • Prepares packages for mailing via USPS, FedEx, UPS, etc., and coordinates the pick-up and/or delivery of packages.
  • Assists team by providing clerical support, as needed, such completing forms, drafting correspondence, monitoring office supply inventory, photocopying, faxing, etc.

Required Education/Experience

High School Diploma.

At least one year of reception/clerical experience in a fast-paced office environment.

Preferred Education/Experience

Two or more years of reception/clerical experience in a fast-paced office environment.  Experience in a busy tax office is a plus.

Associate’s Degree.


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