Located in Billings, MT
Pay: 18
Job Full Description
Tax Office Assistant - 2026 Season
Local CPA in need of a front office assistant for tax season!
Daily Duties:
- receive/organize client paperwork, ensuring proper documentation
- scan/upload documents to TaxDome
- update notes and track document processing/communications
- answer and direct phone calls, emails, and other correspondences
- greet clients/visitors with friendly professionalism
- follow up with clients that need to provide missing documents
- call clients to schedule appointments
- prepare tax return folders for delivery, including assembling doucs
- support tax season workflows, including organizing client intake processes
As Needed tasks
- see a need, fill a need - jump in if you see a need
- facilitate client meetings with tax professionals
- research and resolve client inquiries or determine escalating factors
- keep lobby, office area tidy
- update manager on office supply needs
What is needed?!
- STELLAR customer service skills, phones skills, typing ability
- 2 years of administrative or secretarial experience
- Proficiency in Microsoft Office/Excel
- basic knowledge of bookkeeping is advantageous
**Assessment will apply, as will background check
2203 Grand Ave
406.252.5050
APP:ExpressJobs
Billings, MT
3073
2203 Grand Avenue
Billings, MT 59102
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