Company

Aardvark Tax Advisors, LLCSee more

addressAddressPleasanton, CA
type Form of workTemporary
CategoryInformation Technology

Job description

Job Description

Aardvark Tax Advisors is looking for seasonal assistance during this upcoming tax season.  Responsibilities include:

  • Answering multiple line phone calls and transferring them to another member in our office or to their voice mail.
  • Greeting clients in a friendly and professional way
  • Assisting clients in filling out information requests and providing other information as needed
  • Working with Microsoft Outlook, Word and Excel computer programs to check and set client appointments and send emails
  • Making copies and other general office duties
  • Dealing with sensitive information in a discrete and professional way
  • Taking and processing payments (check or credit card) for tax services rendered
  • Pulling and filing client folders
  • Dealing with a stressful work environment in a positive and professional way
  • Logging in tax documents provided by clients

Position Requirements:

  • Excellent communication skills
  • Knowledge of MS Word, Outlook & Excel
  • Ability to multi task in a busy office environment
  • Excellent work ethic and detail oriented
  • Willingness to learn new tasks

Experience with accounting, tax, legal or other professional services preferred but not required.

Refer code: 7788895. Aardvark Tax Advisors, LLC - The previous day - 2024-01-10 04:52

Aardvark Tax Advisors, LLC

Pleasanton, CA
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