Tax Office Admin Assistant for busy tax office

Jackson Hewitt•Kettering, OH

About The Position

The Tax Office Admin Assistant is a seasonal, high-impact support role essential to the daily operations of four tax office locations. Working closely with the Front Desk Manager, this position serves as a hub for client communications, appointment scheduling, administrative coordination, and support for tax preparers. The role requires exceptional organization, attention to detail, a proactive attitude, and dependable coverage in a busy, high-volume environment. The schedule is 11:30 a.m. to 7 p.m., with the seasonal duration running from mid-December through April 16. Compensation is listed as $19–$23 per hour in the opening details and $18–$23 per hour later in the posting. PTIN certification is indicated as yes.

Requirements

Proven experience in a high-volume administrative, front desk, or coordinator role.
Exceptional phone etiquette, strong communication skills, and robust customer service skills.
Strong proficiency with 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.
PTIN certification is indicated as required or applicable in the posting.

Nice To Haves

Experience in a professional office environment is preferred.

Responsibilities

Greet clients in a friendly and professional manner.
Answer or make client calls to address needs, complaints, and issues, and ensure clients feel supported.
Share information about services, products, and promotions, and make sales or recommendations as appropriate.
Assist with researching, resolving, or escalating client issues while maintaining a courteous and professional demeanor.
Respond to client questions by phone, email, or chat in a timely and accurate manner.
Listen actively to callers, confirm information, and help diffuse upset clients as needed.
Work with the Front Desk Manager to handle and direct incoming calls for all four locations.
Manage the appointment calendar for tax appointments, consultations, and drop-offs across all locations.
Monitor office flow and client activity, and take initiative to answer phones or assist 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 client records and cases accurately using internal software and databases.
Use available tools, knowledge resources, 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 to support a steady workflow.
Communicate outstanding items, notes, and required documentation to preparers so returns can be completed.