What are the responsibilities and job description for the Receptionist/Client Service Coordinator (Tax Office) position at Tax Professional Services, LLC?
Full-Time Receptionist / Client Services Coordinator
We are seeking a professional, organized, and customer-focused Receptionist to serve as the first point of contact for our clients. This position is critical to creating a positive client experience while supporting the daily operations of our tax office.
The ideal candidate is dependable, detail-oriented, comfortable working with confidential information, and enjoys helping people.
Key Responsibilities:
· Welcome clients and create a friendly, professional first impression
· Answer incoming phone calls and assist clients with questions regarding appointments and tax document requirements
· Schedule and confirm appointments for tax preparation services
· Collect, organize, and track client tax documents
· Assist clients with intake forms and office procedures
· Maintain accurate client records and update information in our software systems
· Process incoming mail, emails, and office correspondence
· Support tax preparers and administrative staff with daily office tasks
· Maintain a clean, organized, and professional reception area
Qualifications:
· Previous receptionist, administrative, or customer service experience preferred
· Strong communication and interpersonal skills
· Excellent organizational and multitasking abilities
· Proficiency with computers, Microsoft Office, and office technology
· Ability to handle confidential financial information with discretion
· Professional appearance and positive attitude
· Experience in a tax, accounting, legal, banking, or financial services office is a plus
What We Offer:
· Full-time, year-round employment
· Competitive compensation based on experience
· Stable work environment with opportunities for growth
· The opportunity to make a meaningful impact by helping clients navigate their tax and financial needs
If you are professional, dependable, and enjoy providing exceptional customer service, we encourage you to apply. Please submit your resume and employment history for consideration.
Work Location: In person