Receptionist, bookkeeper, tax preparer

Company Description

Lopez Tax Service, Inc. is dedicated to providing stress-free, peace-of-mind tax preparation through personalized client interviews. The company has offered California Tax Education Council training since 1999 and serves as an IRS and California Secretary of State-approved provider for notary education. Lopez Tax Service, Inc. focuses on supporting small business start-ups, tax planning, and multi-office expansion consulting. Team members work in a professional environment that values accuracy, client trust, and ongoing education in tax and business services.

This is a full-time, on-site role based in Salinas, CA, combining receptionist, bookkeeping, and tax preparer responsibilities. Day-to-day tasks include greeting clients, answering phones, managing appointments, and maintaining an organized front desk and office environment. The role involves handling basic bookkeeping duties such as recording transactions, maintaining financial records, and supporting preparation of documents needed for tax filings. The tax preparer responsibilities include gathering client information, assisting with data entry into tax preparation software, organizing supporting documentation, and helping ensure accurate and timely filing.

The position also requires maintaining client confidentiality, providing courteous and professional customer service, and collaborating with team members to support office operations and training activities.

• Candidates should possess strong receptionist and front desk skills, including Receptionist Duties and Phone Etiquette.
• Candidates should possess solid administrative capabilities, including Clerical Skills and attention to detail for record keeping.
• Candidates should possess effective interpersonal abilities, including Communication and Customer Service skills for client-facing interactions.
• Basic bookkeeping knowledge, including handling financial records, data entry, and familiarity with accounting or office software.
• Interest or experience in tax preparation, with the ability to learn and follow tax regulations and use tax preparation software.
• Ability to maintain confidentiality, manage multiple tasks, and work accurately in a deadline-driven environment.
• High school diploma or equivalent required; additional coursework or certification in bookkeeping, accounting, or tax preparation is preferred.
• Previous experience in a tax office, financial services, or professional office environment is a plus.