Receptionist- Tax Firm

Job Summary:

This role is critical in ensuring smooth front desk operations and providing exceptional service to clients.

Key Responsibilities:

• Client Greeting & Assistance:
• Welcome clients and visitors in a professional and friendly manner.
• Provide information about the firm’s services and direct inquiries to the appropriate team members.
• Front Desk Operations:
• Answer, screen, and route phone calls efficiently.
• Schedule client appointments and maintain an organized calendar.
• Handle incoming and outgoing mail, courier services, and deliveries.
• Administrative Support:
• Maintain the front office area in a clean and orderly condition.
• Manage client files, records, and correspondence with high confidentiality.
• Assist in preparing and organizing documents for tax appointments.
• Coordination & Communication:
• Act as a liaison between clients and staff to ensure smooth communication.
• Provide administrative support to tax professionals as needed.

Requirements:

• Previous experience as a front desk coordinator, receptionist, or similar role.
• Strong interpersonal and customer service skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and scheduling software.
• Excellent organizational and multitasking abilities.
• Ability to handle sensitive information with discretion.
• Familiarity with tax or financial services (preferred but not required).