What are the responsibilities and job description for the Tax Professional position at Smartaxx?
Job Summary:
The Tax Receptionist is the first point of contact for clients visiting or calling the tax office. This role involves greeting clients, managing appointments, organizing documents, and assisting tax preparers and accountants with administrative support. A professional, friendly attitude and attention to detail are essential to ensure a smooth client experience during tax season and throughout the year.
Key Responsibilities:
- Greet clients in a friendly and professional manner.
- Answer and direct phone calls; take accurate messages.
- Schedule and confirm client appointments with tax preparers.
- Collect and organize client tax documents and information.
- Verify that required forms and identification are completed and accurate.
- Maintain the reception area and ensure it is clean, organized, and welcoming.
- Handle incoming and outgoing mail, packages, and electronic documents.
- Assist in scanning, filing, and maintaining confidential tax records.
- Support tax preparers and accountants with administrative tasks as needed.
- Provide basic information on office services, filing deadlines, and procedures (not tax advice).
- Ensure compliance with company privacy and security standards.
Job Type: Full-time
Pay: $30,500.00 - $60,000.00 per year
Work Location: In person
Salary : $30,500 - $60,000