Customer Service Representative - Seasonal

Job Description

Job Duties:

• Process tax return backup documentation, scanning, and final tax return assembly
• Provide customers pleasant and friendly service both in person and virtually
• Safeguard client confidential information and delivering in a secure manner
• Manage the gatekeeping function for firm’s flow of information via a variety of mediums
• Update and manage staff calendars for appointments
• Monitor office supplies
• Maintain a clean and organized work and customer area
• Prepare quarterly and annual payroll tax forms, depending upon experience
• Reconcile bank statements, depending upon experience

Skills Needed:

• Must have excellent written and oral communication skills
• Must have great organizational skills and be able to multi-task in a fast-paced environment
• Must be a self-starter and be able to follow process and procedures from start to finish
• Experience with MS-Office, QuickBooks, and office equipment is preferred
• Desire to expand this position into additional bookkeeping and tax duties

Requirements:

• High school diploma
• Bookkeeping or tax background preferred, but not required

Hours:

• Seasonal: December - April
• 20-40 hours per week
• Office is open Monday - Friday, some Saturdays may be needed as deadlines approach