Schedule and Commitment
This is a part-time, seasonal role requiring consistent commitment during the tax season.
Compensation: $21 to $23 Hourly
The working hours are:
- Schedule: Monday to Friday 8:45 to 2:45
- Duration: Mid-December through April 16th
This is a high-impact support position essential to the daily function of our four office locations. You will work closely with the Front Desk Manager, serving as a critical hub for client communications and administrative tasks. This role requires exceptional organizational skills, a proactive attitude, and a commitment to detail.
Key Responsibilities
This role requires a blend of high-touch client service and diligent administrative coordination:
Client Service & Communication
- Greets all clients with a friendly and professional demeanor.
- Answer or make calls to clients to address their needs, complaints, or issues, ensuring they feel supported and valued.
- Engage in conversation to share information about our services, products, and promotions, and make sales or recommendations as appropriate.
- Take ownership in assisting, researching, resolving, or escalating customer issues, maintaining a professional and courteous demeanor.
- Respond to client queries via phone, email, or chat in a timely and accurate way.
- Engage in active listening with callers, confirming information and diffusing angry clients as needed.
Operational & Administrative Coordination
- Work closely with the Front Desk Manager, assisting in handling and directing all incoming phone calls for all four locations.
- Responsible for managing the appointment scheduler/calendar for all tax appointments, consultations, and drop-offs across all locations.
- Monitor office flow and client activity, taking initiative to answer phones or assist with check distribution when Preparers are occupied.
- Assist with opening and closing procedures of the main office daily.
- Maintain and track the status of tax returns currently being processed, keeping accurate records and file notes.
- Diligently and accurately document customer records and cases using internal software and databases.
- Utilize multiple tools, knowledgebase, and communication skills to effectively research and provide accurate client information.
- Assist in maintaining a clean and inviting workplace, which may include light tidying and cleaning duties.
Internal Team Assistance
- Communicate priorities to tax preparers as directed by the Front Desk Manager, ensuring a steady workflow of returns.
- Clearly communicate with preparers regarding outstanding items, notes, and documentation required to complete a return.
What You'll Need to Succeed (Qualifications)
We are looking for a highly capable coordinator ready to thrive in a busy, high-volume environment.
- Proven experience in a high-volume administrative, front desk, or coordinator role, preferably in a professional office environment.
- Exceptional phone etiquette, strong communication, and robust customer service skills.
- Strong proficiency in scheduling software and basic office applications.
- Ability to multitask effectively and manage competing priorities across multiple locations with excellent attention to detail.
- A proactive and solutions-oriented approach to problem-solving.
- Must be dependable and punctual to ensure operational coverage.
