What are the responsibilities and job description for the Office Administrator - Tax position at Guthmann Tax Services?
Client Support Specialist - Tax (Milwaukee )
Compensation: $15-19/HR
The Client Support position is the first interaction a client has and plays a critical role within our firm. The Client Support Administrator will create an amazing client experience. This role will be a good fit for an individual who is always looking for ways to help other team members perform well for the client.
Our firm would appreciate a candidate that has strong Microsoft office skills and experience working with clients and organizing files both digitally and paper. We offer training and boast an incredibly supportive team structure.
This role would be for 30-40 hours a week, starting Feb 3rd and ending on April 15th (an extension may be possible ).
Responsibilities include, but are not limited to:
Tax return data entry; formatting and assembly of tax statements
Scanning and uploading documents to an internal system
Oversee a multi-line phone system
Restock office supplies and other administrative duties as assigned
Process out-going mail/ Distribute incoming mail
Take payments and issue receipts
Light tidying and shifting of paperwork of 25lbs or less
A positive attitude towards clients and your fellow co-workers
Maintaining a professional and inviting office appearance
Maintaining office calendars including scheduling appointments and meetings, anticipating scheduling conflicts
Compiling necessary documentation for appointments as needed
Handle sensitive and confidential information regularly with discretion
Qualifications:
1 years of admin or reception experience
High school degree, ability to alphabetize filing system
Quick and accurate typing for data entry
Excellent organizational skills and attention to detail
Positive, friendly attitude
Desired: experience working in a tax, law and/or financial services office (not required)
Job Types: Full-time, Part-time, Contract, Temporary
Pay: $15.00 - $19.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- Flexible schedule
Work Location: In person
Salary : $15 - $19
