Administrative Customer Service Reps Needed - PART TIME

$41,600 - $41,600/Yr

AppleOne - Artesia, CA

Part-time - Entry Level

Artesia, CA

Administrative and Support Services

About the position

The Administrative Customer Service Representative position is a part-time role at a growing tax company, focusing on providing excellent customer service and administrative support during the tax season. The role involves interacting with clients, assisting in tax return preparation, and managing data entry tasks. Paid remote training is provided, and the position requires flexibility in working hours, including morning and evening shifts.

Responsibilities

• Welcome clients by greeting them in person.
• Assist in the preparation of individual and/or business income tax returns.
• Process a high volume of phone and email inquiries daily.
• Maintain data entry requirements by following data program techniques and procedures.
• Prepare source data for computer entry and verify data by comparing it to the source document.
• Perform filing, photocopying, scanning, reviewing, transcribing, and faxing/emailing tasks.
• Assemble tax returns and source documents.
• Maintain calendars and set up/edit tax appointments.
• Manage client receivables and collections while ensuring client confidentiality.

Requirements

• Proficiency in Microsoft Word and Microsoft Outlook.
• Strong customer service skills and writing skills.
• Data entry experience and computer skills.
• Familiarity with Adobe Acrobat and tax experience is a plus.
• Entry-level position requiring under 1 year of experience.

Nice-to-haves

• Previous experience working in a tax office is a plus.
• Ability to work well under pressure and multitask effectively.

Benefits

• Paid training
• Health insurance
• Dental insurance
• 401(k)
• Vision insurance
• Paid sick time