Job Details

What you'll bring to the team...

* Answer phones and greet clients in a personalized, friendly, and inviting manner

* Match clients with the best-suited tax professional for their needs

* Schedule clients how they would like to be scheduled

* Help to ensure all clients needs have been met during service both in person, over the phone or virtually

* Maintain office cleanliness and organization of resources with team members

* Other duties as assigned

Your Expertise:

* Experience working in a fast-paced environment

* Previous experience in a customer service environment

* Ability to multi-task

* Strong organizational and time-management skills

* Computer proficient with the ability to use Microsoft Office