Tax Office Receptionist

Job Description

Job Description

**Must have TAX OFFICE EXPERIENCE***

We are seeking a friendly and professional Tax Office Receptionist to serve as the first point of contact for clients and support smooth daily office operations. This role combines client service, appointment scheduling, initial intake and routing, document follow-up, correspondence, and administrative support in a fast-paced tax office environment. The ideal candidate is proactive, organized, detail-oriented, and comfortable working independently while providing excellent customer service.

 **Must have TAX OFFICE EXPERIENCE***

Responsibilities

• Greet clients warmly, identify their needs, and provide appropriate assistance.
• Answer and screen phone calls, provide general tax-process information, and route inquiries as needed.
• Schedule tax appointments and clearly explain the appointment and intake process.
• Manage initial client intake, including sending questionnaires and following up on required documents.
• Respond to client emails and assist with document status and refund-status inquiries.
• Process, sort, file, and mail documents, including travel to the post office as needed.
• Prepare the monthly client newsletter for manager review and manage social media platforms.
• Support additional administrative duties and special projects, with opportunities for expanded responsibilities, tax-preparation training, client-service leadership, and tax-season coordination.

 

Required Qualifications

• At least one year of experience in tax office administration.
• High school diploma or equivalent.

 

Preferred Qualifications

• Customer service and appointment-scheduling experience.
• Experience with Microsoft Office, shared email, document management, and tax practice management software.
• Familiarity with cloud-based client portals, CRM, and scheduling platforms.
• Tax office administration experience.
• Strong written communication, organization, and attention to detail.
• Ability to work independently in a fast-paced environment.
• Experience managing social media platforms.