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Tax Receptionist

$37,440 - $37,440/Yr

Zappitelli Financial Services Llp - Painesville, OH

posted about 2 months ago

Part-time,Full-time - Entry Level
Painesville, OH
Professional, Scientific, and Technical Services

About the position

Zappitelli Financial Services is seeking a professional and client-focused Administrative Assistant/Receptionist to assist clients with tax-related inquiries during tax season. This role requires a solid background in income tax and involves both full-time work during tax season and part-time work in the off-season. The position emphasizes exceptional client service and efficient office management.

Responsibilities

  • Be the welcoming first point of contact for clients, ensuring a positive and professional experience
  • Answer and direct phone inquiries, providing courteous and knowledgeable service
  • Assist clients with tax-related questions, using knowledge of income tax processes and terminology
  • Schedule appointments and manage calendars to maintain efficient client flow during peak seasons
  • Handle administrative tasks including data entry, document proofreading, filing, and office supply management
  • Maintain an organized and client-ready front desk area at all times

Requirements

  • Experience in an administrative or office role; experience in a financial or tax environment is highly preferred
  • Background in income tax, with familiarity with tax processes to support client needs
  • Strong multitasking, organizational, and time management skills, especially during high-demand periods
  • Attention to detail with excellent data entry and proofreading skills
  • Professionalism and a commitment to exceptional client service

Benefits

  • Flexible scheduling options
  • Overtime opportunities during tax season
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