Front Desk Receptionist

We are looking for a receptionist for the 2024 tax filing season. The expected start date is Monday, January 6, 2024. This is a full-time position with possible over time in March and April.

About Slade & Company:

We are a tax office committed to providing our clients with financial clarity and success. We focus on assisting business owners, individuals and families achieve their short and long term financial goals. Slade & Company gets to know every client personally. We believe this is essential in the development and implementation of a successful tax strategy.

Job Description:

The receptionists plays an integral role here at Slade & Company. You will be the first point of contact for our clients. You will be responsible for the telephone, office calendar, greeting clients, incoming mail/email, taking payments and other clerical duties.

The ideal candidate must have excellent communication and detail oriented. The candidate must also be tech savvy and comfortable on the telephone.

Key Responsibilities:

Client Interaction:

• Greet clients and visitors in a friendly and professional manner.
• Answer and direct phone calls to the appropriate staff members.
• Schedule appointments for clients with tax professionals and bookkeepers.
• Provide basic information about tax and bookkeeping services to clients as needed.

Administrative Support:

• Manage the front desk area, keeping it organized and professional.
• Receive and sort mail, deliveries, and packages.
• Assist clients with forms, documents, and procedures required for tax preparation or bookkeeping services.
• Ensure office supplies are stocked and organized.
• Maintain accurate records of client appointments and transactions

Document Management:

• Assist with the preparation and filing of client paperwork, both electronically and physically.
• Ensure confidentiality and security of client information.
• Prepare tax documents and bookkeeping reports for clients to review or sign.

Data Entry & Filing:

• Enter client information into the office’s accounting and tax software systems.
• Update client records as necessary.
• Assist with the filing and retrieval of documents.

Billings & Payments:

• Process payments for services rendered, including credit card transactions and cash payments.
• Issue receipts and maintain billing records.
• Assist with invoicing clients for tax and bookkeeping services.

Coordination & Communication:

• Coordinate with staff to ensure efficient office operations and communication.
• Relay messages and follow up on client inquiries as necessary.
• Ensure all clients and visitors follow office protocols and adhere to deadlines.

Customer Service

• Provide excellent customer service by addressing client concerns and inquiries in a timely and professional manner.
• Ensure a positive experience for all visitors to the office.

Skills and Qualifications:

• High school diploma or equivalent; additional certifications or coursework in office management or accounting is a plus.
• Previous experience in a receptionist or administrative role, preferably in a tax, accounting, or bookkeeping office.
• Strong organizational and multitasking skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with accounting software is a plus.
• Excellent communication skills, both written and verbal.
• Strong attention to detail and accuracy in data entry and document management.
• Ability to handle confidential information with discretion.
• Friendly, approachable demeanor with a professional attitude.
• Ability to work independently and as part of a team.

Work Environment:

• Office setting with a focus on maintaining a clean, professional environment.
• Fast-paced during tax season, with the ability to manage multiple priorities.

Physical Requirements:

• Ability to sit at a desk for extended periods.
• Occasional lifting of files or office supplies (up to 15-20 lbs).

Compensation:
[Salary or Hourly Rate] benefits (if applicable)

This is a full-time/part-time position that may require extended hours during peak tax season. We are looking for a dedicated professional who thrives in a fast-paced, client-focused environment.

$20 - $25

Hours:

Tax Season (February - April 15 and September - October 15):

Monday - Thursday: 8:45 AM - 6 PM with 1 hour lunch and two 10 minute breaks.

Fridays: 8:45 AM - 4 PM with 30 minute lunch and two 10 minute breaks.

Off Season (Non-tax season months. 7 months in total):

Monday - Thursday: 8:45 AM - 4pm with 30 minute lunch and two 10 minute breaks.

Fridays: OFF

Requirements:

Education Required: High School

Work Experience: 4 - 6 years office experience. Experience in outlook, excel and CRMs preferred.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Schedule:

• Monday to Friday

Work Location: In person

Salary : $20 - $25