What are the responsibilities and job description for the Tax Office Receptionist (Seasonal, Full-Time) position at Excellence Accounting Solutions?
About us
Excellence Accounting Solutions is a small, growing firm in Seneca, PA. We do tax preparation, tax advisory, and business advisory for local families and business owners. Our front desk is the first thing clients see and hear, so this job matters a lot to us.
About the job
We need a friendly, organized receptionist for the upcoming tax season, starting in early to mid January. You will be the first person clients talk to when they call or walk in. You will also handle client paperwork and payments.
This is a seasonal position. For the right person, it could turn into a part-time, year-round job after tax season.
What you will do
- Answer phones, greet clients, and take messages
- Take in client tax documents at drop-off and scan them
- Help clients fill out our tax questionnaires
- Answer basic client questions, like what documents to bring
- Print and put together signature packets
- Collect payments and send invoices
- Schedule an appointment when a client asks for one
- Keep client records up to date in our CRM
- Follow our office systems and workflows for every client
Required
- At least 1 year of front desk, office, or customer service experience
- Friendly and professional on the phone and in person
- Good at following set systems and step-by-step workflows
- Experience using a CRM (client management software)
- Comfortable with computers, scanners, and secure client portals
- Organized and careful with details
- Able to keep client information private
- Able to work weekdays and Saturday mornings during tax season
Preferred
- Experience in a tax or accounting office
- Knowledge of common tax forms, like W-2s and 1099s
- Experience taking payments or sending invoices
Schedule
Monday to Friday, normal business hours, plus Saturdays from 9am to 12pm. Because you will work Saturdays, you will get time off during the week, either a shorter day or a full day off. We will set the exact schedule together. Not all Saturdays will be required.
Pay and perks
- $16 to $20 per hour, based on experience
- Flexible scheduling
- Chance to stay on part-time after tax season
How to apply
Apply through Indeed with your resume. Please tell us about any front desk or tax office experience you have.
Pay: $16.00 - $20.00 per hour
Expected hours: 32.0 – 40.0 per week
Benefits:
- Employee discount
- Flexible schedule
Application Question(s):
- How many years of front desk or office experience do you have?
- Have you used any CRMs before? If so, which ones?
- Have you worked in a tax or accounting office before?
Work Location: In person
Salary : $16 - $20