Tax Administrator Assistant

Jackson Hewitt - 3222•Dayton, OH

47d•$19 - $23

About The Position

This is a high-impact support position essential to the daily function of our four office locations. You will work closely with the Front Desk Manager, serving as a critical hub for client communications and administrative tasks. This role requires exceptional organizational skills, a proactive attitude, and a commitment to detail.

Requirements

Proven experience in a high-volume administrative, front desk, or coordinator role, preferably in a professional office environment.
Exceptional phone etiquette, strong communication, and robust customer service skills.
Strong proficiency in scheduling software and basic office applications.
Ability to multitask effectively and manage competing priorities across multiple locations with excellent attention to detail.
A proactive and solutions-oriented approach to problem-solving.
Must be dependable and punctual to ensure operational coverage.

Responsibilities

Greets all clients with a friendly and professional demeanor.
Answer or make calls to clients to address their needs, complaints, or issues, ensuring they feel supported and valued.
Engage in conversation to share information about our services, products, and promotions, and make sales or recommendations as appropriate.
Take ownership in assisting, researching, resolving, or escalating customer issues, maintaining a professional and courteous demeanor.
Respond to client queries via phone, email, or chat in a timely and accurate way.
Engage in active listening with callers, confirming information and diffusing angry clients as needed.
Work closely with the Front Desk Manager, assisting in handling and directing all incoming phone calls for all four locations.
Responsible for managing the appointment scheduler/calendar for all tax appointments, consultations, and drop-offs across all locations.
Monitor office flow and client activity, taking initiative to answer phones or assist with check distribution when Preparers are occupied.
Assist with opening and closing procedures of the main office daily.
Maintain and track the status of tax returns currently being processed, keeping accurate records and file notes.
Diligently and accurately document customer records and cases using internal software and databases.
Utilize multiple tools, knowledgebase, and communication skills to effectively research and provide accurate client information.
Assist in maintaining a clean and inviting workplace, which may include light tidying and cleaning duties.
Communicate priorities to tax preparers as directed by the Front Desk Manager, ensuring a steady workflow of returns.
Clearly communicate with preparers regarding outstanding items, notes, and documentation required to complete a return.