Receptionist Office Administrator

Job Title: Receptionist/Office Administrator

Company Name: Liberty Tax Service Watsonville

Location: Freedom, CA

Job Type: Full-time

About Us: Liberty Tax is a well-established and reputable tax consulting firm committed to providing exceptional financial services to our clients. With a focus on accuracy, integrity, and client satisfaction, we specialize in delivering comprehensive tax solutions. As our client base continues to grow, we are seeking a dynamic and organized Receptionist/Office Administrator to join our team.

Job Overview: We are looking for a highly motivated and detail-oriented individual to take on the role of Receptionist/Office Administrator. This position plays a crucial role in ensuring the smooth day-to-day operations of our office and maintaining a welcoming environment for our clients.

Primary Duties:

• Answer phones, and greet clients

• Maintain customer/office communication by logging all customer interactions into CMC-customer management software

• Maintain schedules,calendars, arrange meetings, and appointments

• Handle private, privileged and sensitive information with absolute confidentiality

• Log tax return status in our customer management software

• Maintain an orderly filing system for business and individual client permanent records

• Digitally track and organize client files

• Perform intake of client tax and accounting documents and follow up with clients for missing information

• Attend staff meetings and record all action items for team members

• maintain office supply inventory & re-order schedule

• Maintain office cleanliness and organization of resources with team members

Duties may also include:

• Ensure the timely delivery of tax returns once completed, by mail or special delivery​​​​​​

• Scan client documents to digital filing system

• Process and distribute mail, generic/main incoming emails

• Other duties as may be assigned by Managers, or Firm Administrator

Job Qualifications:

• At least 1 years of prior office experience

• Ability to multitask, problem solve & prioritize tasks

• Strong communication, organizational and time-management skills

• Proficient knowledge of MS Office products, Outlook, Word and Excel

• Comfortable learning and using new software products, firm technology and internal procedures

• Willingness to grow and change as the firm grows.

Liberty Tax Service is an equal opportunity employer. We encourage candidates from all backgrounds to apply.

Join our team and contribute to the success of a thriving tax consulting firm dedicated to providing top-notch financial services to our clients!