Receptionist

Job Summary

We are seeking a professional, detail-oriented Receptionist to join our tax office team. This role is essential in ensuring smooth daily operations during both tax season and the off-season, providing exceptional client service, and supporting tax preparation and administrative functions. The ideal candidate will have strong organizational and computer skills, excellent communication abilities, and experience in a professional office setting. Experience in a professional office setting is preferred. Bilingual skills are a plus to better serve our diverse client base.

This position offers an opportunity to work in a fast-paced, client-focused environment where confidentiality, accuracy, and professionalism are highly valued.

Duties

• Greet clients and visitors with professionalism and maintain a welcoming front office environment
• Manage multi-line phone systems, screen and route calls, and respond to client inquiries regarding appointments, document requests, and general tax questions
• Schedule tax preparation appointments and manage staff calendars using tax software, Google Workspace, and Microsoft Office
• Collect, organize, and scan client tax documents while ensuring confidentiality and data security
• Maintain organized digital and physical filing systems in compliance with firm policies
• Assist with assembling completed tax returns and client packets
• Process payments
• Handle client correspondence, including emails, engagement letters, and follow-up documentation requests
• Manage incoming and outgoing mail, including IRS and state correspondence
• Provide excellent customer service in person, by phone, and via email to ensure a positive client experience
• Maintain strict confidentiality of all client financial and tax information

Experience

• Prior experience in a tax office, accounting firm, or financial services environment is a plus
• Experience with Microsoft Office, Google Workspace, and document management systems
• Strong organizational skills with the ability to multitask during high-volume tax season
• Excellent phone etiquette and professional communication skills
• Proven ability to handle confidential financial information with discretion
• Accurate data entry skills and strong attention to detail
• Bilingual abilities (Spanish preferred) are advantageous
• Experience with client onboarding, document collection, and workflow tracking systems is beneficial

Pay: $15.00 - $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person