Receptionist / Front Desk

- Greet clients professionally and ensure welcoming front-desk experience

 - Answer and route incoming phone calls related to tax services and appointments

 - Schedule, confirm, and manage client appointments for tax preparers

  - Collect and organize client intake forms and required tax documents

 - Verify client information and ensure forms are completed accurately

 - Maintain confidentiality of sensitive financial and personal information

 - Receive, log, and distribute mail, tax documents, and client correspondence

 - Scan, copy, and file tax records in accordance with office procedures

 - Assist clients with basic questions about tax preparation processes and required documents

 - Process client payments, issue receipts, and balance daily transactions if required

 - Maintain client records in tax preparation software or office databases

 - Coordinate with tax preparers to ensure timely client service

 - Keep the reception area organized and professional during peak tax season

 - Follow compliance, privacy, and data security guidelines (e.g., IRS confidentiality rules)

 - Maintain office supplies and place orders when necessary