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.