Job Details

We are seeking two enthusiastic and professional individuals to join our team during the upcoming tax season. These positions are critical to ensuring a smooth and welcoming experience for our clients.

Key Responsibilities

• Customer Service:

  • Greet and check in clients for tax appointments or drop-off services.
  • Verify client identity for tax return pickups and signature collection.

• Document Management:

  • Scan multiple client documents into our paperless system accurately and efficiently.

• Appointment Scheduling:

  • Assist clients in scheduling future tax appointments (typically booked a year in advance).

• Payment Processing:

  • Collect payments for completed tax returns and provide receipts as needed.

Qualifications

• Strong interpersonal and communication skills.
• Detail-oriented with excellent organizational abilities.
• Comfortable working in a fast-paced environment during peak season.
• Basic computer skills and ability to learn scanning software.
• Previous customer service experience preferred.