Job Summary

SLHeeley Tax provides individuals and businesses with a variety of accounting services. We are looking for a receptionist.

The ideal candidate will possess a strong work ethic, ability to accomplish tasks independently, when necessary, strong communication skills and the ability to work well with our team.

To be considered for this position, you MUST include your resume AND a well-written cover letter explaining why you are a good fit for this position.

Job Description

The receptionist is the first point of contact for SLHeeley Tax and provides administrative support across the organization. The receptionist will handle the flow of people through the business, ensure all reception duties are completed accurately and delivered with high quality and in a timely manner.

Responsibilities

· Serve clients by greeting, welcoming, directing, and announcing them appropriately

· Answer, screen, and forward any incoming phone calls while providing basic information when needed.

· Take detailed messages and deliver them to appropriate team member

· Receive and sort daily mail and deliveries

· Send/track certified mailings

· Maintain security by following procedures and controlling access (monitor who enters, keeping credit card processing information secure)

· Update appointment calendars, schedule appointments, pull files for appointments

· Perform other clerical duties, such as filing, photocopying, scanning, collating, and faxing

· Create folders for new clients

· Ensure waiting area is tidy

· Keep front desk tidy and presentable with necessary materials (pens, intake forms, paper, etc.)

· Contact clients for payments/signatures as needed

· Process credit card payments

· Complete daily check deposits

· Check, sort, and forward emails

· Monitor and request office supplies

· Keep updated records and files

· Follow communication procedures, guidelines, and policies

· Provide assistance and support to staff and visitors

· E-file tax returns and track status in system

· Update clients of tax return status via e-mail and phone

· Complete other assigned duties as needed

· Contribute to team and projects as needed

Requirements

· Proficiency with Microsoft Office Suite

· Professional appearance

· Solid written and verbal communication skills

· Ability to be resourceful and proactive in dealing with issues

· Ability to organize, multitask, prioritize, and work under pressure

· Ability to problem solve

· Familiarity with office machines

· Proficient in English

· Problem-solving skills

· Customer service orientation

· Strong phone contact handling skills and active listening skills

· Strong interpersonal and communication skills

· Excellent analysis skills

· High School Degree

Hours:

May – December: (22-34 hours/week) – specific hours to be determined with candidate

Monday through Thursday – daytime hours between 8:30am and 4:30pm

Friday - hours between 8:30am and 2:30pm

January – April: (22-40 hours/week) - exact hours to be determined with candidate

Monday – Thursday: Possible available hours will be between 8:30am and 8:30pm

Friday – Saturday: Possible available hours will be between 8:30am and 5:30pm

Benefits: Retirement match, paid time off, and annual bonus

Job Type: Full-time

Pay: $16.00 - $19.00 per hour

Expected hours: 22 – 34 per week

Benefits:

• Paid time off
• Retirement plan

Schedule:

• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 2 years (Preferred)
• Microsoft Office: 2 years (Required)

Work Location: In person