Front Desk Receptionist (Bilingual)

Key Responsibilities :

• Client Interaction : Greet clients and visitors in a professional, friendly manner, providing exceptional customer service both in person and over the phone.
• Appointment Management : Schedule and confirm appointments for clients, ensuring that the tax professionals' calendars are organized and up-to-date.
• Answering Phones : Handle inbound calls, take messages, and direct calls to the appropriate staff members in a timely manner.
• Administrative Support : Assist with general office tasks including filing, data entry, and handling mail.
• Client Intake : Collect necessary documentation from clients for tax preparation services and ensure all necessary forms are properly completed.
• Billing & Payments : Process client payments and provide receipts, ensuring accurate records are maintained.
• Office Organization : Keep the front office area clean, organized, and stocked with necessary supplies.
• Confidentiality : Maintain confidentiality of client information and follow firm protocols regarding privacy and data security.
Qualifications :
• Education

High school diploma or equivalent required; associate degree or higher preferred.