Customer Service Representative - Seasonal

Job Duties:

Process tax return backup documentation, scanning, and final tax return assembly

Provide customers pleasant and friendly service both in person and virtually

Safeguard client confidential information and delivering in a secure manner

Manage the gatekeeping function for firm’s flow of information via a variety of mediums

Update and manage staff calendars for appointments

Monitor office supplies

Maintain a clean and organized work and customer area

Prepare quarterly and annual payroll tax forms, depending upon experience

Reconcile bank statements, depending upon experience

Skills Needed:

Must have excellent written and oral communication skills

Must have great organizational skills and be able to multi-task in a fast-paced environment

Must be a self-starter and be able to follow process and procedures from start to finish

Experience with MS-Office, QuickBooks, and office equipment is preferred

Desire to expand this position into additional bookkeeping and tax duties

Requirements:

High school diploma

Bookkeeping or tax background preferred, but not required

Hours:

Seasonal: December - April

20-40 hours per week

Office is open Monday - Friday, some Saturdays may be needed as deadlines approach