Benefits:

401(k)

401(k) matching

Flexible schedule

Responsibilities:

Answer incoming telephone calls in a professional manner and direct them to the appropriate person.

Assist customers with the resolution of queries and actions as required.

Arrange courier pick-ups and distribution of courier deliveries.

Ensure the reception area is maintained in a clean and tidy condition at all times.

You will actively interact with clients and other members of the team to provide awesome customer service

Meeting and greeting customers

Setting appointments and appointment remainders

Assembling and scanning documents

Customer data entry

Printing and assembling customer packets

Tax return progress tracking and follow-up with remote offices

Qualifications:

Prior experience in the account or tax industry

Experience as a receptionist

Foundational tax knowledge

Ability to effectively use technology

Note this is a full-time temporary (January through April) role with the potential to be a permanent role full-time.

If hired, your start date will be the second week of January.