Receptionist– Tax Firm

Job Description

JOB  DETAILS

Key Responsibilities:

• Answer and manage incoming calls with professionalism and warmth
• Proactively follow up with clients regarding missing documents, appointment confirmations, and next steps
• Route client inquiries to the appropriate team members and ensure timely follow-up
• Track client communications and maintain accurate records in firm systems
• Assist with managing client portals and document flow
• Support the team with administrative tasks and workflow coordination

What We’re Looking For:

• Strong communicator who is proactive, not reactive
• Someone who follows up without being asked and keeps both clients and team members informed
• Highly organized with excellent attention to detail
• Friendly, professional demeanor with a client-first mindset
• Ability to manage multiple priorities and stay calm under pressure
• Tech-savvy and comfortable working in a fully remote environment

Qualifications:

• 1+ years of receptionist, administrative, or client service experience (tax or accounting firm experience preferred)
• Excellent verbal and written communication skills
• Experience with scheduling tools, email management
• Reliable internet connection and a dedicated workspace

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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