Essential Duties and Responsabilities

Client Interaction: Greet clients and visitors in a professional, friendly manner, providing exceptional customer service both in person and over the phone.

• Appointment Management: Schedule and confirm appointments for clients, ensuring that the tax professionals' calendars are organized and up-to-date.
• Answering Phones: Handle inbound calls, take messages, and direct calls to the appropriate staff members in a timely manner.
• Administrative Support: Assist with general office tasks including filing, data entry, and handling mail.
• Client Intake: Collect necessary documentation from clients for tax preparation services and ensure all necessary forms are properly completed.
• Billing & Payments: Process client payments and provide receipts, ensuring accurate records are maintained.
• Office Organization: Keep the front office area clean, organized, and stocked with necessary supplies.
• Confidentiality: Maintain confidentiality of client information and follow firm protocols regarding privacy and data security.

Knowledge, Skills, and Abilities

• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Basic knowledge of office equipment (e.g., phone systems, fax machines, printers).
• Ability to maintain a professional demeanor and handle sensitive information with discretion.
• Friendly, approachable, dependable, and detail-oriented.

Education & Experience

• High school diploma or equivalent required; associate degree or higher preferred.
• Previous experience in a receptionist or customer service role, preferably within a professional or office setting. Experience in a tax or accounting firm is a plus.
• Bilingual (English/Spanish) required.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).