Receptionist / Front Desk

- Greet clients professionally and ensure welcoming front-desk experience - Answer and route incoming phone calls related to tax services and appointments - Schedule, confirm, and manage client appointments for tax preparers - Collect and organize client intake forms and required tax documents - Verify client information and ensure forms are completed accurately - Maintain confidentiality of sensitive financial and personal information - Receive, log, and distribute mail, tax documents, and client correspondence - Scan, copy, and file tax records in accordance with office procedures - Assist clients with basic questions about tax preparation processes and required documents - Process client payments, issue receipts, and balance daily transactions if required - Maintain client records in tax preparation software or office databases - Coordinate with tax preparers to ensure timely client service - Keep the reception area organized and professional during peak tax season - Follow compliance, privacy, and data security guidelines (e.g., IRS confidentiality rules) - Maintain office supplies and place orders when necessary Employment Type: Full Time Salary: $41,000 - $55,000 Annual Bonus/Commission: No