ADMINISTRATIVE AND CLIENT SERVICES COORDINATOR

About the role

We provide accounting and tax services to small businesses and individuals in a variety of industries. We encourage individual development and embrace diversity. We are looking to add to our team for the upcoming year. We're seeking a friendly, organized, and dependable team member to join our team. This role is perfect for someone who enjoys helping people, thrives in a fast-paced environment. As the first point of contact for our clients, the receptionist plays a vital role in providing exceptional customer service while supporting our tax and accounting staff with a variety of administrative and tax related duties. This position is ideal for someone who is detail oriented comfortable with technology and enjoys working in a structured environment. For the right candidate, we can accommodate a part time or seasonal work schedule.

Qualifications

• Strong interpersonal and communication skills
• Excellent verbal and written communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple tasks and prioritize effectively
• Comfortable using email, scanners, and general office technology
• Proficient with Microsoft Office and ability to learn other office software
• Ability to maintain confidentiality with sensitive client information
• Experience in a client-facing or administrative role is preferred but not required

Responsibilities

• Greet and assist clients both in-person and over the phone with professionalism and courtesy
• Answer and direct incoming phone calls
• Check and respond to voicemail message
• Monitor and respond to online email
• Monitor and respond to online client portal
• Schedule appointments and manage office calendar
• Call clients regarding appointments, missing documents, signatures and other follow up needs
• Log clients into the tax preparation system and prepare files for staff
• Receive organize and manage client documents
• Scan tax documents, quarterly reports and other client records into document management system
• Print client documents and retrieve archived files as needed
• Prepare and send documents electronically for client signature
• Process tax returns for electronic filing
• Maintain organized electronic and physical filing systems
• Shred confidential documents according to company policies
• Provide general administrative support to the accounting and tax staff
• Help maintain an efficient, organized and welcoming office environment

Benefits

• Flexible Work Environment
• Competitive compensation package
• Convenient location
• Friendly and supportive staff
• Opportunity to learn and grow within the accounting and tax profession