Assistant to Front Desk Manager

Schedule and Commitment

This is a part-time, seasonal role requiring consistent commitment during the tax season.

Compensation: $18 to $20 per Hour.

The working hours are:

• Schedule:
  
  Monday to Friday 8:45 am to 2:45 pm
• Duration:
  Mid-December through April 16th

• Greets all clients with a friendly and professional demeanor.
• Answers or makes calls to clients to address their needs, complaints, or issues, ensuring they feel supported and valued.
• Engages in conversation to share information about our services, products, and promotions, and makes sales or recommendations as appropriate.
• Takes ownership in assisting, researching, resolving, or escalating customer issues, maintaining a professional and courteous demeanor.
• Responds to client queries via phone, email, or chat in a timely and accurate way.
• Engages in active listening with callers, confirming information and diffusing angry clients as needed.

• Works closely with the Front Desk Manager, assisting in handling and directing all incoming phone calls for all four locations.
• Manages the appointment scheduler/calendar for all tax appointments, consultations, and drop-offs across all locations.
• Monitors office flow and client activity, taking initiative to answer phones or assist with check distribution when Preparers are occupied.
• Assists with opening and closing procedures of the main office daily.
• Maintains and tracks the status of tax returns currently being processed, keeping accurate records and file notes.
• Diligently and accurately documents customer records and cases using internal software and databases.
• Utilizes multiple tools, knowledgebase, and communication skills to effectively research and provide accurate client information.
• Assists in maintaining a clean and inviting workplace, which may include light tidying and cleaning duties.

• Communicates priorities to tax preparers as directed by the Front Desk Manager, ensuring a steady workflow of returns.
• Clearly communicates with preparers regarding outstanding items, notes, and documentation required to complete a return.

• Proven experience in a high-volume administrative, front desk, or coordinator role, preferably in a professional office environment.
• Exceptional phone etiquette, strong communication, and robust customer service skills.
• Strong proficiency in scheduling software and basic office applications.
• Ability to multitask effectively and manage competing priorities across multiple locations with excellent attention to detail.
• A proactive and solutions-oriented approach to problem-solving.
• Must be dependable and punctual to ensure operational coverage.