What are the responsibilities and job description for the Receptionist– Tax Firm position at Tax and Accounting?
Position Overview:
We are seeking a professional, highly organized Receptionist who thrives in a fast-paced environment and excels at proactive communication. This role is critical in shaping the client experience—serving as the first point of contact while ensuring nothing falls through the cracks.
Key Responsibilities:
- Answer and manage incoming calls with professionalism and warmth
- Proactively follow up with clients regarding missing documents, appointment confirmations, and next steps
- Route client inquiries to the appropriate team members and ensure timely follow-up
- Track client communications and maintain accurate records in firm systems
- Assist with managing client portals and document flow
- Support the team with administrative tasks and workflow coordination
What We’re Looking For:
- Strong communicator who is proactive, not reactive
- Someone who follows up without being asked and keeps both clients and team members informed
- Highly organized with excellent attention to detail
- Friendly, professional demeanor with a client-first mindset
- Ability to manage multiple priorities and stay calm under pressure
- Tech-savvy and comfortable working in a fully remote environment
Qualifications:
- 1 years of receptionist, administrative, or client service experience (tax or accounting firm experience preferred)
- Excellent verbal and written communication skills
- Experience with scheduling tools, email management
- Reliable internet connection and a dedicated workspace
What We Offer:
- Competitive compensation
- Supportive, team-oriented culture
- Opportunity to grow within the firm
This is an excellent opportunity for someone who takes pride in being organized, responsive, and one step ahead in delivering an exceptional client experience.
Pay: $20.00 - $22.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
Salary : $20 - $22