Client Intake Administrator in Tax Services

Join the tax team as a Client Intake Administrator, the vital first touchpoint for personal tax clients.

Your role will involve ensuring clarity in communication and accuracy in client file documentation during the busy season.

In this full-time position, you'll focus on providing organized support for client intake, maintaining confidentiality, and tracking vital information throughout the tax preparation process. Your ability to adapt and be detail-oriented will help manage the dynamic needs of clients and preparers.

Key Responsibilities:

• Welcome clients and handle inquiries with professionalism

• Verify and organize all incoming tax documents

• Capture client communication and preferences effectively

• Maintain organized client files both physically and electronically

• Provide timely updates on the status of client files

Requirements:

• Excellent customer service and communication skills

• Strong organizational capabilities and attention to detail

• Proficient with Microsoft Office and filing systems

• Administrative or tax office experience preferred

• Ability to work full-time with flexible hours during peak times

Your contributions will be key in providing a seamless client experience in tax preparations.