Tax Preparation - Colts Neck, NJ

posted 5 days ago

Part-time - Entry Level

About the position

The Administrative Assistant/Receptionist for Tax Preparation is a full-time role focused on providing exceptional customer service in a fast-paced tax office environment. The position involves managing client communications, facilitating payments, and assisting clients with the E-File process while ensuring confidentiality and privacy.

Responsibilities

  • Answer multiple calls in a fast-paced tax office environment.
  • Set customer expectations while providing exceptional customer service.
  • Facilitate payments.
  • Assist clients with the E-File process.
  • Provide client correspondence via telephone, mail, email, and fax.
  • Ensure client confidentiality and privacy.

Requirements

  • Three years of phone, clerical, or administrative experience (medical/dental a plus).
  • Good reading and math skills to interpret and explain information to clients and staff.
  • Excellent phone etiquette and customer service skills.
  • Ability to multi-task.
  • Ability to learn and effectively use new software (appointments, tax software, etc.).

Nice-to-haves

  • Associate's degree (preferred).

Benefits

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
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