What are the responsibilities and job description for the Receptionist / Client Intake Coordinator position at All Star Tax Pro?
All Star Tax Pro is a professional tax preparation company serving clients locally and virtually nationwide. We are preparing for the 2027 tax season and seeking a friendly, organized, dependable receptionist to support our growing office.
Job Responsibilities
- Greet clients and create a welcoming office environment.
- Answer incoming calls and respond to general inquiries.
- Schedule, confirm, and manage tax preparation appointments.
- Assist clients with completing intake forms.
- Collect and organize documents through approved secure systems.
- Follow up with clients regarding missing information.
- Maintain accurate appointment and client records.
- Support office operations and assist tax preparers with administrative tasks.
- Protect confidential client and financial information.
Qualifications
- Excellent communication and customer service skills.
- Comfortable using computers, email, and scheduling software.
- Strong organizational skills and attention to detail.
- Dependable, professional, and punctual.
- Ability to maintain strict confidentiality.
- Previous receptionist or administrative experience preferred.
- Tax preparation office experience is a plus, but not required.