Tax Client Concierge & Intake Specialist
Presidio Advisory Group LLC
Presidio Advisory Group LLC in San Antonio, Texas, is seeking a detail-oriented Receptionist to serve as the first point of contact for clients. You will manage tax document intake, scheduling, and client communications in a supportive environment. Your expertise in tax workflows and proficiency in Drake Software will be key as you greet clients, coordinate schedules, and handle document requirements with utmost professionalism. The role offers competitive pay and benefits. #J-18808-Ljbffr Presidio Advisory Group LLC
Vacancy posted 3 days ago
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