Tax Office Admin Assistant for busy tax office
About The Position
This seasonal support role is essential to the daily operations of four tax office locations. Working closely with the Front Desk Manager, the Tax Office Admin Assistant serves as a central point for client communications, appointment coordination, and administrative tasks. The position requires exceptional organization, a proactive attitude, attention to detail, and dependable coverage during the tax season. The role combines client service and administrative coordination. Duties include greeting clients, handling communications by phone, email, or chat, managing appointments across locations, tracking tax return status, maintaining accurate records in internal systems, supporting tax preparers, and assisting with opening and closing the main office. The position runs from mid-December through April 16th, with working hours of 11:30 a.m. to 7 p.m. Compensation is $19 to $23 per hour.
Requirements
- Proven experience in a high-volume administrative, front desk, or coordinator role, preferably in a professional office environment.
- Exceptional phone etiquette, strong communication skills, and robust customer service skills.
- Strong proficiency in scheduling software and basic office applications.
- Ability to multitask and manage competing priorities across multiple locations with excellent attention to detail.
- A proactive, solutions-oriented approach to problem-solving.
- Dependability and punctuality to ensure operational coverage.
Responsibilities
- Greet clients in a friendly and professional manner.
- Answer or place calls to address client needs, complaints, or issues.
- Share information about services, products, and promotions, and make sales or recommendations as appropriate.
- Assist with researching, resolving, or escalating customer issues while remaining professional and courteous.
- Respond accurately and promptly to client queries by phone, email, or chat.
- Listen actively to callers, confirm information, and diffuse upset clients as needed.
- Assist the Front Desk Manager with handling and directing incoming calls for all four locations.
- Manage the appointment scheduler/calendar for tax appointments, consultations, and drop-offs across all locations.
- Monitor office flow and client activity, answering phones or assisting with check distribution when preparers are occupied.
- Assist with daily opening and closing procedures at the main office.
- Track the status of tax returns in process and maintain accurate records and file notes.
- Document customer records and cases using internal software and databases.
- Use available tools, knowledge bases, and communication skills to research and provide accurate client information.
- Help maintain a clean and inviting workplace, including light tidying and cleaning duties.
- Communicate priorities to tax preparers as directed by the Front Desk Manager.
- Communicate outstanding items, notes, and required documentation to preparers.
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What This Job Offers
Education Level
No Education Listed
