What are the responsibilities and job description for the RECEPTIONIST AND TAX INTERN, SEASONAL position at Integrated Accounting and Tax LLC?
The ideal candidate is a detail-oriented team player who will be the first point of contact for visitors at the office.
Responsibilities
- Answer incoming phone calls
- Greet walk-in clients, accept their tax documents, ask basic screening questions
- Answer basic client questions about timing expectations, what other documents may be needed
- Scan tax documents into our system
- Maintain internal tracking information to assure tax returns are being processed on first in / first out order, and bring attention to any returns waiting too long to be started
- Assist tax preparer’s by reviewing each tax return for data entry accuracy, due diligence questions are answered, all documents are scanned in, and any software errors are resolved before the preparer prints the final printed return.
- Upon pick-up, present and provide brief review with client on where to sign / date, where their balances are shown, any pertinent mailing deadlines
- Accept and process client payment for the completed tax return
- Update the internal tracking information once tax return is efiled to assure it was accepted by Federal and State
- Keep front office clean and orderly
Skills
Desired Experience
Schedule & Compensation
Salary : $16