Front Desk Tax Clerk POST NUMBER: 463593
- Customer Service:
- Greet clients warmly and professionally as they arrive.
- Answer phone calls and respond to emails promptly.
- Address client inquiries about tax services, pricing, and general procedures.
- Maintain a positive and friendly demeanor while managing client interactions.
- Appointment Scheduling:
- Manage and schedule client appointments using office software.
- Coordinate with tax professionals to ensure availability and manage scheduling conflicts.
- Send appointment confirmations and reminders to clients.
- Document Management:
- Collect and verify client documents, ensuring all necessary information is received before tax preparation begins.
- File and maintain client records, both physical and digital, in a secure and organized manner.
- Assist clients with completing intake forms and ensuring accuracy.
- Payment Processing:
- Accept and process payments for services rendered.
- Provide receipts and keep accurate records of transactions.
- Office Support:
- Keep the front desk area clean and organized.
- Order and maintain office supplies as needed.
- Support tax professionals with administrative tasks, such as data entry or document preparation.
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