Tax Office Checkout Team Associate

Job Title: Tax Office Checkout Team Associate

About Our Firm

Starner Tax Group-Rogers is a reputable and fast-paced income tax preparation office dedicated to providing accurate and professional tax services to our clients. We are seeking a highly organized and detail-oriented Administrative Assistant to support our team and manage our checkout operations.

Key Responsibilities

• Exceptional Customer Service: Serve as the final point of contact for the office, checking out and assisting the flow of tens of clients per day with a professional and friendly demeanor.
• Financial Handling: Accurately process and record client payments (cash, credit, check) and ensure daily reconciliation of all payment logs and end-of-day reports.
• High-Volume Multitasking: Simultaneously manage a multi-line phone system, including answering, screening, transferring calls, and taking detailed messages while handling face-to-face client needs.
• Scheduling & Coordination: Efficiently schedule and manage client appointments to optimize Tax Preparer productivity and minimize client wait times.
• Document Handling: Organize, scan, file, and safeguard confidential client tax documents.
• Tax Support: Assemble completed tax returns for delivery and ensure all necessary forms and signatures are included.

Work Schedule & Commitment (Crucial)

This position requires flexibility and a commitment to our seasonal demands:

• Tax Season (January - April 15th): Expect to work Saturdays and commit to a demanding schedule of up to 65 hours per week, including overtime.
• Non-Tax Season (Mid-April - December): The schedule lightens considerably to approximately 30 hours per week, providing an excellent work-life balance that includes guaranteed three-day weekends (Friday, Saturday, and Sunday off).

Qualifications

• Customer Service Focus: Must have demonstrated experience in a fast-paced, customer-facing environment (e.g., retail, banking, medical front office).
• Administrative Acumen: Proven ability to manage a busy administrative desk, handle high-volume phone traffic, and prioritize concurrent tasks.
• Financial Integrity: Experience handling cash and credit transactions, including daily reconciliation/cash-out procedures.
• Technical Skills: Proficiency with Microsoft Office Suite (Word, Excel) and multi-line phone systems.
• Integrity: Absolute commitment to maintaining client confidentiality and handling sensitive financial information responsibly.

Details

• Job Type: Temp to hire with demanding tax season hours. Tax Season bonus between $1000-$3000 based on attendance and job performance.
• Compensation: $18-$22 based on experience.

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: 30 per week

Benefits:

• 401(k) matching
• Employee discount
• Paid time off

Education:

• Associate (Preferred)

Experience:

• Tax Office: 1 year (Preferred)

Work Location: In person

Salary : $18 - $22