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Tax Office Receptionist

Tax Office Receptionist

Reception duties: 

(Please submit resume to: 

1. Bilingual Writing and Speaking professional Spanish and English 

2. Schedule Appointments 

3. Greet Walk in clients with a smile & stand up a. Offer water, coffee, point at restroom if needed, 

4. Take phone calls a. Create call Log in OT to take message, or direct calls accordingly (to team member or voicemail) 

5. Work with POS system a. Take cash and give change, Z read daily, take credit card payments, hand client receipt and print copy for us. 

6. Scan Tax documents a. Tax, or any other requested document to be scanned by Bookkeeping or tax department. Assist with Faxing. 

7. Prepare documents/packages to be mailed Update/record the mail log and save records 

8. Assist with preparing labels, binders, presentation folders, signs for office 

9. Assemble tax return folders 

10. Mail thank you cards 

11. Check status of mail with tracking number when needed 

12. Maintain reception and lobby area clean and organized 

13. Receive and distribute mail 

14. Receive online order and communicate to manager 

15. Attend training on a regular basis Must attend customer service training 

16. Direct information/document/client to the proper team member. 

17. Take documents from clients and take to the correct place. Complete client document drop off form 

18. Contact clients for signatures/ pick up documents or messages 

19. Use the text messaging system in Crexendo (online software) 

20. Facilitate information to Team members/clients 

21. Assist Manager and other departments with tasks such as scanning, faxing, contacting clients, research 

22. Add new clients to office tools system and update if necessary or if noticed latter. 

Part time at the moment/ Full time at Tax Season Please submit resume to: Thank you.

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